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

Process of Assigning Powers of Ledger Master 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 etc.

PROCESS OF ASSIGNING POWERS OF LEDGER MASTER 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 ‘Master’.

• Now the user will assign the power of the ‘Ledger Master’ to the user.

• Suppose ‘Ledger Creation’ power needs to be given to the user so place checkmark only in ‘Create’ 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 ledger needs to be created.

• Go to Master >> Accounts Master >> Ledger.

• Now the user can view that the user is able to create the ledger.

• But cannot do any action on it i.e. neither can modify nor delete it.