Overview/Benefit of Assign Roles to the user in Marg Books

Process to Assigning Power of Company to the user in Marg Books

OVERVIEW/BENEFIT OF 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 TO ASSIGNING POWER OF COMPANY TO THE USER IN MARG BOOKS

• Firstly, the user will sign in with 'Supervisor ID'.

• A 'Dashboard' window will appear.

• Now click on 'Settings' icon.

• A 'Dashboard Settings' window will appear.

• In 'User Access & Privileges' option, the user will click on 'Configure'.

• An 'User List' window will appear.
• The user will select 'User' for which company needs to be assigned.
• Suppose select 'Mahak Negi'  and click on 'Edit' icon.

• A 'Modify User' window will appear.
• In 'Company' option, the user will click on 'DropDown' icon.

• A 'Company List' window will appear.
• The user will select the company which needs to be assigned.
• Suppose place a 'Check' mark against 'Birla Pharma' and click on 'Ok' button.

• Now, the user will click on 'Update' button.

• An 'User Updated Successfully' pop up will appear.
• Press 'ESC' Key.

• In order to 'Re-Login', the user will click on 'Profile' icon on the dashboard window.

• Click on 'Log Out'.

• Now, sign in with the 'User ID'.

After following the above steps, the user can view that the Selected Company will get Assigned to the user in Marg Books.