You can define access in Setup → Access setup in the mKsiegowa.pl online accounting program.
To create a new role, you need to select in the box Role: New role, type the role name and select the activities that are to be active in the given role from the list below. Clicking on a checkbox will expand a detailed list of permissions in a given group. The groups are marked in orange. After selecting the appropriate permissions, click the Insert New Role button at the bottom of the screen.
To change the role, you need to select other orle in the box Role:. Further procedure is similar to that described above - select permissions from the list in individual groups. Finally, click the Save Role button at the bottom of the screen.
To set roles for the individual users, go to the User Accounts Setup.
When creating a list, you can use a template. On request, we send our users a template in Excel format. In that case, please, contact us.
Here, you can read the rules that should be followed when granting permissions to users.