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Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or make changes to any other outine

  • Guest
  • Feb 5 2018
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  • Guest commented
    February 05, 2018 17:41

    This would mean that the practice can utilise Kashflow without staff being aware of sensitive transactions, eg pay

  • Admin
    Polly Price commented
    February 07, 2018 14:51

    Great news - this was released into the product in October 2017. Please click here to open the knowledge base article which provides further information on the functionality and how you can set this up in your system. 

     

    Best Regards

    Kashflow Product Team 

  • Guest commented
    February 07, 2018 15:20

    What this does is sets a user permission across the whole slate of clients that we have. I don’t want this. I want my staff to be able to issue sales invoices and check customer balances on our business but have full to all areas on all the other clients.