Advance Users Rights

Fast Accounts takes the User Rights to the next level.

With the Advance Rights feature Admin can choose which customer or Supplier should be available to the User.

User will only add Sale invoices or Sales Receipts for the Customer which are allocated to the User. In the same way, the User will only be able to view the Sale Invoices and Sales Receipts which are related to the Customers Allocated to the User.

The same will apply to the Supplier Bills and Bill Payments.

1. How Advance Rights Work

This is a premium feature. Once enabled, the Groups option will become available in the Setting Menue.

2. How to Add Groups

Go to Settings Menu
Select Groups, this will open Groups List
Select Add New, this will open the New Group Form

Fill in the name and press Save and Close.

Think of the groups as the basis to allocate the Customers / Suppliers to the Users, it can be a sales person, route or location etc.

There is also an option to import Groups via Excel Spreadsheet.

3. How to Allocate Groups to the User

1. Go to Settings Menu
2. Select User Management, this will open User List
3. Select Add New, this will open the New User Form
Fill in the necessary details, select the Type as User, select the Role from the dropdown list.
Tick the box for Fixed Sale Rate or Fixed Discount etc. Select Bank, Project and Location to grant access.
Choose the Groups, to allocate the Customers / Suppliers to the User.
Choose a single or Multi Options. For Access to all select “All” from the Dropdown List.

4. How to Allocate Groups to the User

Option 1: On Add or Edit of the Customer or Supplier, in the Terms tab select the Groups from the dropdown.

Option 2: Also when importing Customers, there is an option to add Groups in the Excel Spreadsheet.
Option 3: Lastly, there is an option to update Groups in bulk for existing customers. In case a Customer/Supplier is linked with more than one Group, add each group in a separate row in the spreadsheet.

Please call FastAccounts Team on +(92) 042-111-008-339 for further support and to enable this premium feature.

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