- Adding a User to a Group

Avatar

By PATH by Simplex Support Team

updated 4 months ago

How to Add a User to a Group


1. Click "Add Group" - Button


2. Name - Enter a name for the group


3. Description - Enter the Description of the Group, i.e; Operations, Sales, Accounting...


4. Users - Enter the name, email or check the box of the user(s) you want to add to the group


5. Features - Click on the boxes to add permissions to Features


6. User Permission - Click on the boxes to add permission to different data sets


7. Under User Permissions use the Drop Down Menu - To change from "Profit and Loss" to "Balance Sheet" to "Cash Flow Statement"


8. Under Impact center use Drop Down Menu - To change from "Customers" to "Vendors"


9. Click Save - to accept all changes.


Can't find your answers?
Submit a Help Desk Ticket.


Did this answer your question?