This feature is available after applying for WORKS Finance.
You can grant and manage Accounting admin permissions by business place or employee.
The Manage Business Place Permissions page is laid out as follows.
Grant Permissions by Business Place
The following shows how to grant business place permissions.
- Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Accounting’ in the pop-up window.
- Click ‘Manage Business Place Permissions’ from the menu.
- Click the 'By Business Place' tab.
- In the business place list, select the business place to grant permissions.
- Click 'Add' in the right area, then search for and add employees. Only employees who have been granted Accounting admin permission are searched. You can grant admin permissions in 'Admin > Security > Admin Authority'.
- Click ‘Save’.
Remove Permissions by Business Place
The following shows how to remove business place permissions.
- Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Accounting’ in the pop-up window.
- Click ‘Manage Business Place Permissions’ from the menu.
- Click the 'By Business Place' tab.
- In the business place list, deselect the business place to remove permissions.
- In the right area, select the employee to remove business place permission.
- Click 'Delete'.
Grant Permissions by Employee
The following shows how to grant permissions by employee.
- Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Accounting’ in the pop-up window.
- Click ‘Manage Business Place Permissions’ from the menu.
- Click the ‘By Employee’ tab.
- To grant permissions, select employees or search for them using the employee search. Only employees who have been granted Accounting admin permission are displayed in the employee list. You can grant Accounting admin permissions in 'Admin > Security > Admin Authority'.
- In the right area, select the business place to grant permission.
Remove Permissions by Employee
The following shows how to remove business place permissions.
- Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Accounting’ in the pop-up window.
- Click ‘Manage Business Place Permissions’ from the menu.
- Click the ‘By Employee’ tab.
- In the employee list, select the employee to remove permissions. Only employees who have been granted business place permissions are displayed. You can add an employee in the 'By Business Place' tab.
- In the right area, deselect the business place to remove permissions.