Guides
How to Assign Bank/Cash Account to Users
- Now go back to business management on your dashboard and click on manage business
- Click on the Action button corresponding to the business you want to manage and click manage users
- The next page will show a list of all your users and the business they are assign too. Now you can assign bank or cash account to users by clicking the manage accounts button corresponding to the user
- After clicking the manage accounts button, on the next page, click on add account, from the box that popup, select the account you want to select. (note: you can only assign accounts only when you have created bank/cash accounts)
- You can assign many account to one user just by clicking on the add account button. You can delete an account from a user by deleting from the action button on the list of account of the user.
- Please note that user can only see account only when you assign bank and cash account permission to the user when setting the roles and permission.