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How to Assign Powers of Invoice Template to User in Marg Books ?

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Overview Of Assign Roles To User in Marg Books

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

OVERVIEW 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'.

  • 'Dashboard' window will appear.
  • Now click on 'Settings' icon.

  • '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.

  • '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'.