How do I give a user permission to add income vouchers?
In Enerpize, user permissions are added to the role assigned to the user, not to the user directly. So to let a user create receipt vouchers (incomes), add the permission to add incomes to their role.
Steps
- Open Roles (from the main menu: Employees, then Manage Employees Roles).
- Click Edit next to the role assigned to the user.
- In the Incomes permissions, select the permission to add incomes, together with the view and edit permissions you need from the table below.
- Click Save.
- Ask the user to log out and log in again so the permission takes effect.
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Note: If the role is shared by more than one user, the permission is added to all of them. To add it to one user only, create a new role for them and assign it from Employees.
Incomes permissions
| Permission | What it allows |
|---|---|
| Add Incomes | Creating new receipt vouchers. |
| View His Own (Created) Incomes | Viewing only the vouchers the user added. |
| View All Incomes | Viewing all vouchers in the account. |
| Edit & Delete His Own (Created) Incomes | Editing and deleting only the vouchers the user added. |
| Edit & Delete All Incomes | Editing and deleting any receipt voucher. |
The user still can’t create a receipt voucher?
- Make sure the user has permission on the treasuries and bank accounts that will receive the amount. Treasuries the user can’t deposit into don’t appear for them.
- Make sure the role you edited is the one actually assigned to the user, from the employee’s page.
- Make sure the Finance app is enabled in the account.