Role Set up

Administration > Roles

To add a new role the user must click on the plus sign “+” and only fill the Name column of the new role and save.

Once saved, the user can adjust some role specific authorisations:

- View only own record; the user can only see records which he made himself and cannot see other users’ records

- Hide Amounts, will hide amounts and prices from transactions

Video Walkthrough

Set up a Role & Authorization