Fortex Program Explanation: User Management and Permissions
User and permission management in the accounting program is a crucial element to ensure data security, accuracy, and process efficiency. By assigning appropriate permissions to each user and monitoring activities, organizations can enhance performance and reduce risks associated with managing financial data.
Defining Users and Permissions
Users: In the accounting program, users are individuals who are granted access to the system. These users can be accountants, financial managers, data entry employees, or anyone else who needs to interact with the company’s financial data.
Permissions: Refers to the rights and privileges granted to users. These permissions include actions such as viewing data, entering or modifying data, and generating financial reports. Permissions vary from user to user based on their role and responsibilities within the organization.
“User Management and Permissions in Fortex”
Creating a New User:
- Define the username and password.
- Assign the appropriate role to the user based on their tasks.
Assigning and Modifying Permissions:
- Select the appropriate permissions for each user.
- Update the permissions based on changes in the user’s role or the organization’s needs.
To access User Management and Permissions, go to: Settings – Users. A control screen will appear showing all the permissions that you want to assign to the users. Click New to add user information and grant them all the necessary permissions for their role.
You can specify a dedicated cash account for the user to facilitate the review of funds and transactions related to them.
You can also assign a warehouse if there is a distribution representative working outside the organization.
Permissions can be set for any of the programs in the system, such as the main program, cashier program, touch screen for restaurants, or workshops.
Permissions can be assigned based on the employee’s role or department, such as Sales, Purchases, or Accounting.
Conclusion:
User and permission management in the accounting program is a fundamental component to ensure the integrity and security of financial data for organizations. In the modern business environment, many employees interact with accounting systems, which highlights the importance of controlling who has access to the data and who can make modifications to it.
