Dette er også registrert som support sak [Ticket 303740] - Re: Customer access to eAccounting
We have problems with limiting customers' access to eAccounting.
1 June 2017 at 10:36
We need to be able to grant customer read access to all, and create sales invoices and reminders, and approve supplier invoices.
- When we grant customer "Read only" access, the customer is still able to post and book supplier invoice. - When we grant customer "Limited" access, there seems to be no difference in access from "Read only". - When we grant customer "Sales" access, customer looses access to everything but Sales.
Which do we need to choose to ensure customer cannot book, but only make sales invoice and approve supplier invoice for payment.
From contextual help in eAccounting:
Working in a company with multiple users, it can be necessary to use permissions. Permissions prevent any interference with your integration with Visma eAccounting or can be used to limit what parts of the program employees can access.
Under Settings - Permissions users with Full control can change permissions in Visma eAccounting for other co-workers working in the program.
There are four different levels of permissions in the program:
Read only Gives the user the ability to read and print anything in the program. The user is not authorised to change any data.
Limited Gives the user the ability to read and print anything in the program, create sales and purchase invoices and create VAT reports.
Sales Gives the user access to only the sales part of the program. The user is not authorised to register payments for sales invoices or send reminders.
Full No limitations control
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