How to add a role in the Users Screen when the role is not visible ?

  • 4 March 2024
  • 2 replies

Userlevel 3

User A does not show AP Clerk role when the User Type is Accounting , however when the User Type is Purchasing , I can see AP Clerk available for User A. My question is with User Type as Accounting , how can I add the AP Clerk role when it is not even showing in the roles ?




Best answer by Laura02 4 March 2024, 22:38

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User Types are pre-defined groups of roles. If you want to hand-select roles, remove the User Type from the User record and all roles will appear on the Roles tab.

Another option is to add more Roles to the User Types in User Types Screen.


Userlevel 5

Yes just delete the user type (Accounting) and the full list of roles you created will show up. 


Also the User Roles and Access Rights by role are useful for checking the permissions.


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