Question

adding employee to use the task feature

  • 21 April 2021
  • 3 replies
  • 37 views

How the heck do you set up an employee to be able to use the task function in acumatica. this site is not helpful at all


3 replies

Userlevel 6
Badge +5

Hello @digitalcloud,

It would be nice if you describe your issue more specifically.

What exactly are you trying to set up, CRM tasks or project tasks?

The community is driven by people, while more info about the product you can find in our Online or Built-In Help and Open University.

For the info about CRM tasks, refer to the https://help-2020r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=857cf6cd-b89d-4cae-88f8-906552defe1c

For the info about Project tasks, to the https://help-2020r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d7fbd4aa-6e32-4bf7-acc2-1aa2f22dc0fe

Assuming you are referring to Approval tasks - you have to give the user the appropriate permissions in the Time & Expenses module.  You can either add that in to the current role that user has using the Access Rights by User screen, or you can give the user TX Viewer access on the individual user’s screen.  Hope this helps you find what you are looking for!

so sorry guys, we ended up figuring it out and got it done. Thanks to all who answered

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