To see what each role's current permission are, click the Manage Roles tab in the User Access window. Select a role name in the left column, then click through the tabs to see what's been selected.

To view the list of default role settings, click here.

When creating a user account, you need to select at least one role from the Company file roles list. AccountRight comes with a set of default roles to choose from. You can customise the permissions of these roles or create new roles.

Note that when you customise a role in this way, the changes will affect all users who have been assigned the role.

You can add and remove permissions as you like. When you’ve finished modifying the role, click Save. The new role will now appear in the Manage Users view of the User Access window, so you can assign it to the relevant users.

Renaming a custom role

You can rename roles that you’ve created. Simply select the role name you want to rename and type the new name. Note that you can’t rename the default roles.

Deleting a custom role

You can delete roles that you’ve created by right-clicking the role name in the Manage Roles view of the User Access window and choosing Delete Role. If users have been assigned this role, they'll no longer have access to the windows and functions that the role entitled them to access.

Note that each user account must have at least one role assigned to them, so if the role you’re deleting is the only role assigned to a user account, you'll need to select an alternative role for them, or make the account inactive (click the Inactive User option in the Manage Users view of the User Access window).

You can’t delete the default roles.

This is useful for when you want to allow a user to view the detail of transactions. For example, you might give a salesperson Read Only access to the Purchases window, so they can view details of purchases recorded, but not allow them to raise a new purchase order.

Alternatively, you can make all permissions read-only for a user. Select the user account you want to set to read-only in the Manage Users view of the User Access window and then select the Read Only option. This option will override any Read & Write permissions selected for the roles assigned to the user.