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

Process of Assigning Powers of Agency / Company 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, Master, etc.

PROCESS OF ASSIGNING POWERS OF AGENCY / COMPANY MASTER TO THE USER IN MARG BOOKS

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

• The user will click on 'Settings' icon on the dashboard window.

• A 'Dashboard Setting' window will appear.
• In 'User Access & Privileges' option, the user will click on 'Configure' button.

• An 'User List' window will appear.
• The user will click on 'Roles'.

• Now select the user whose role needs to be assigned as per the requirement.

• Suppose select 'Mahak's Role' and click on 'Edit' icon.

• A 'Role Configuration' window will appear.
• In 'Menu' (left side), the user will select the menu for which the user needs to assign a role to the user.
• Suppose select 'Master'.

• In 'Agency Master' option, the user will place a checkmark against 'Full'.

• Then, click on 'Update' button.

• A 'Role Saved Successfully' pop-up will appear.

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

• Click on 'Log Out'.

• Now, sign in with the 'User ID'.

After following the above steps, the user can view Agency / Company Master will get displayed for user in Marg Books.