Note: Permission Levels can only be assigned to users once their account has been created in the system. Please see Add Firm Users for more information. Only Master Users can create and assign permission levels to users.
Navigate to the Account Settings from the Home Page.
Click Firm Users.
Next to the desired User, click Edit.
In the window that opens, navigate to the Permissions tab.
Indicate as to whether the user requires access to Management Reports and/or needs to be a Master User.
The Permission Level for each Module can be selected by ticking the boxes as appropriate.
Click here for more information on the different permission levels.
By not selecting either Data Inputter or Supervisor for a module, the user will not be able to access that module at all.
Note: If the User in question is logged into the system when these changes are made to their account, then they would need to sign out, and sign back into the system before they take effect.
Should you have any questions or need any support please contact the team at email@example.com or telephone 01829 731 200.