Overview/Benefit Of Assign Roles To User in Marg Books

Process Of Assigning Powers of Invoice Template To User in Marg Books

OVERVIEW/BENEFIT OF ASSIGN ROLES TO 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 INVOICE TEMPLATE TO 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.

• 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 Configurations' 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 'Utilities & Tools'.

• In 'Invoice Template' option, the user will place a check-mark.

• Then, click on 'Update'.

• A 'Role Saved Successfully' pop up will appear and 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 Invoice Template will get Assigned to User in Marg Books.