Overview/Benefit to Assign Roles to the User in Marg Books

Process of Assigning Powers of Trial Balance to the User in Marg Books

OVERVIEW/BENEFIT TO ASSIGN ROLES TO THE USER IN MARG BOOKS

• Assigning Powers refers to assigning the duties to the operators which facilitates the specialized work in all manners.

• After assigning the duties to the operators the work will be more transparent in Reports, Accounts, Master, etc.

PROCESS OF ASSIGNING POWERS OF TRIAL BALANCE TO THE USER IN MARG BOOKS

• Firstly, the user needs to log in with Supervisor’s ID.

• Click on ‘Setting’ tab.

• A ‘Dashboard setting’ window will appear.

• The user will select ‘User Access & Privilege’ option.

• Then the user will click on ‘Roles’.

• Now select the user (whose role needs to be assigned) and click on ‘Edit’ icon.

• A ‘Role Configurations’ window will appear.

• From the left side, the user will select the menu for which the user needs to assign the role to their operators.

• Suppose select ‘Accounts Report’.

• Now the user will assign the power of the ‘Trial Balance’ to the user.

• Suppose 'Only view' power of trial balance needs to be given to the user so place check mark only in ‘View’ Column.

• Then click on ‘Update’.

• Now the user can view that the defined roles for the selected user has been successfully saved.

• After following the above steps, the user needs to Re-Login the software (User's Software).

• Now in order to Re- login, the user will click on 'Profile' icon on the main screen of the software. 

• Click on 'Log out'.

• A 'Sign In' window will appear in which the user will enter the Password. 

• Then click on 'Sign In'.

• Now select the organization in which the work needs to be done.

• Suppose in the user account, the Trial Balance needs to be viewed.

• Firstly, go to Reports .

• Then click on 'Trial Balance'.

• Now the user can view that the trial balance can be viewed in the user's account.

• But cannot do any action on it i.e. neither can export it nor can print it.