When logged into Access Expense, the modules on the left of the screen show what you can access. If a user lacks permissions to a specific module, they will see a restricted access screen when they try to open it.
đ Note: An admin user is required to change another user's permissions. If you cannot see this option, you are not marked as an administrator for the organisation. Contact your manager or a senior colleague who has the necessary access.
You can grant module permissions as follows.
Click Members at the top. A list of all users appears.
Search for and click the relevant user.
Click Actions, then click Manage Roles. All modules available to the organisation and the role assigned to this user appear.
Select the required role.
Click Save.
Ask the user to log out and log back in for these changes to take effect. đ Note: If the module Lightyear is not visible in Manage Roles, you can assign access directly within the Lightyear application. Sign in as an admin, navigate to the Users/User Accounts section, and add the user with the appropriate role or permissions.