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How to Assign Powers of Brk/Exp Issue Challan to the user in Marg Books ?
Ans.1

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

Process of Assigning Powers of Brk/Exp Issue Challan 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 BRK/EXP ISSUE CHALLAN 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 ‘Purchase’.

  • Now the user will assign the power of the ‘Brk/Exp Issue Challan’ to the user.

Powers

Full

Create

Edit

View

Delete

Print

Cancel

Brk/Exp Issue Challan (Full Powers)









Brk/ Exp Issue Challan (Only Create)








Brk/Exp Issue Challan (Only Modify/Edit)








Brk/Exp Issue Challan (Only View)








Brk/ExP Issue Challan (Only Delete)








Brk/Exp Issue Challan (Only Print)








Brk/Exp Issue Challan (Only Cancel)








  • Suppose ‘Brk/Exp Issue Challan 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'.

  • '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 Purchase Return Challan needs to be created.
  • Go to Purchase >> Issue Challan.

  • Now the supervisor can view that the user is able to create the Brk/Exp issue challan entry.

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


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