Morning,
Is there a specific screen to give permissions or rights to a person to access & manipulate Accounts payable, posting proposals, and supplier invoice screens?
The person that normally did this in our company up and left and didn’t train anyone, so I’m trying to fumble through it as best as I can.
Hello
You need to grant permission sets, invoice posting authorizer, user per user group etc.
If you need support or training, get in touch via direct message.
Hope this helps
Yes, quite a few set up is required.
What I would do is, have a look at the user set up of the person who left the business and give the same permission sets, user groups, etc and company access to your new user (or yourself). if it is Aurena, you simply have to refresh the web page to inherit the new permissions. If it is IFS EE, you will have to clear security cache, log out of IFS and log back in to inherit new permissions granted. and you should be able to at lease see the screens, and data.
NOTE: Screen access is granted by permission sets. Data access is controlled by Company access, invoice posting authorizer, user per user group set as mentioned above.
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