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

Process of Assigning Powers of Purchase Quotation 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 PURCHASE QUOTATION 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 'Purchase'.

• In 'Quotation' 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 Purchase Quotation will get displayed for user in Marg Books.