Data Access for Admin Subuser

Admin can provide access to either all objects or a select group of objects to the admin sub-user, customized to align with their specific roles and responsibilities.

To Get Started

• Login to your admin account.
• Go to Settings > General > Admin.
• Double-click on the account for which you want to provide data access to the admin sub-user.
• Navigate to the Admin Subuser tab.

To Grant Permissions

• Click on Add New (to create a new account) or Edit (to edit the existing account), and the Admin Subuser window will open.

• Navigate to the Data Access tab.
  
  
  • Select the Company for which you would like to grant the sub-user access to the relevant object data.
  • Select the Branch of the selected company from which you want the sub-user to have object data access.

• • Select the Object that you want the sub-user to view. Sub-user will have access to all the details of the selected objects.

• • Choose the preferred Language from the drop-down list. This selection will determine the language in which the admin sub-user will access the data.
  • If you want to have the cover page (Title Page) when you download the reports, then click on the checkbox to enable Show Cover Page on Download.

• Save the settings by clicking on the Save 💾 icon.