Permissions

Purpose

  • See which permission lets a person open a listing. Tick it on a role. The person must hold that role on this company’s user group. See Access Control Management.

Menu path

  • Accountant Tools → Access Control Management → open the role → tick the permission → Save.
  • The side menu hides only some items. See Menu map. Many other listings stay on the menu and then refuse if this permission is missing.

Assistant

  • No role wizard. Ask how to set up a role.

Before you start


Tick a permission

  • Accountant Tools → Access Control Management.
  • Double-click the role.
  • Tick the permission from the lists below. Names ending in _new create, _edit change, _delete remove, _view open a report.
  • Click Save.
  • Ask the person to sign in again to this company and look for the menu.
  • Owner (super user) already opens every company. A staff login uses only the role on that company’s group.
  • company_new, user_new, role_new, and coa_new belong with the owner or a supervisor. They can create companies, people, roles, and chart templates.

Hidden on the side menu

  • These names remove the label itself. See Menu map.
  • file_upload — Scan Receipt/Invoice.
  • recurr_new — Recurring Transaction.
  • SalesHistory_view — Sales Price History.
  • PurchaseHistory_view — Purchase Price History.
  • priceCat_new — Maintain Price Category.
  • itemType_new — Maintain Item Type.
  • location_new — Maintain Location.
  • stkReceived_new — Product Received.
  • stkIssue_new — Product Issue.
  • stkXF_new — Product Transfer.
  • stkADJ_new — Product Adjustment.
  • stkPhyWS — Stock Physical WorkSheet.
  • stkDocument — Stock Document.
  • stkCard — Stock Card.
  • stkMthEndBal — Stock Month End Balance.
  • stkAging — Stock Aging.
  • pro_new — Department / Project.
  • company_new — Company Management.
  • role_new — Access Control Management.
  • user_new — Users.
  • coa_new — Chart Of Account under Accountant Tools.
  • expensesForm_new — can show the Accountant Tools heading only. The four items inside still need their own permissions.

Page opens only with these

  • The menu label can be visible. The listing still checks the permission. The screen needs one of the names on the line.
  • Dashboard — Dashboard.
  • Journal Entry — journal_new, journal_edit, journal_delete.
  • Journal of Transactions — journal_trans.
  • Maintain Chart Of Account (this company) — currentCoa, currentCoa_edit.
  • Maintain Opening Balance — openingBalance_new, openingBalance_edit, openingBalance_delete.
  • Maintain Stock Value — stock_new, stock_edit, stock_delete.
  • Expense — expenses_new, expenses_edit, expenses_delete.
  • Expense Payment — cbExPayment_new, cbExPayment_edit, cbExPayment_delete.
  • Fixed Assets — asset_new, asset_edit, asset_delete.
  • Asset Type — assetType_new, assetType_edit, assetType_delete.
  • Depreciation Journal — dpJournal.
  • Depreciation Report — dpSch.
  • Bank Reconciliation — bankRecon_new, bankRecon_edit, bankRecon_delete.
  • Bank Recon Report — bankReconReport_view.
  • Opening Bank Reconciliation — openingBankRecon_new, openingBankRecon_edit, openingBankRecon_delete.
  • Cash Book Listing — a cash-book receipt or payment permission (cbReceipt_* or cbPayment_*).
  • Cash book receipt — cbReceipt_new, cbReceipt_edit.
  • Cash book payment — cbPayment_new, cbPayment_edit.
  • Cash Book Template — CBTemplate_new, CBTemplate_edit.
  • Maintain Customer — ar_new, ar_edit, ar_delete.
  • Quotation — qt_new, qt_edit, qt_delete.
  • Sales Order — so_new, so_edit, so_delete.
  • Delivery Order — do_new, do_edit, do_delete.
  • Sales Invoice — iv_new, iv_edit, iv_delete.
  • Fast Sales — FastSales_new.
  • Cash Sales — cs_new, cs_edit, cs_delete.
  • Fast Cash Sales — FastCashSales_new.
  • Sales debit note — dn_new, dn_edit, dn_delete.
  • Sales credit note — cn_new, cn_edit, cn_delete.
  • Customer receipt — pm_new, pm_edit, pm_delete.
  • Maintain Knock-Off (customer) — Customer_MaintainKnockOff.
  • Customer due / aging / balance / statement — crdd_view, cra_view, crb_view, crs_view.
  • Maintain Supplier — ap_new, ap_edit, ap_delete.
  • Purchase Order — po_new, po_edit, po_delete.
  • Goods Received — gr_new, gr_edit, gr_delete.
  • Purchase Invoice — pi_new, pi_edit, pi_delete.
  • Fast Purchase — FastPurchase_new.
  • Cash Purchase — cp_new, cp_edit, cp_delete.
  • Supplier debit note — sd_new, sd_edit, sd_delete.
  • Supplier credit note — sc_new, sc_edit, sc_delete.
  • Supplier payment — sp_new, sp_edit, sp_delete.
  • Maintain Knock-Off (supplier) — Supplier_MaintainKnockOff.
  • Supplier due / aging / balance / statement — srdd_view, sra_view, srb_view, srs_view.
  • Account Setup — AccSetup, AccSetup_edit.
  • Year End Closing — YearEnd.
  • Document Number — docNo_new, docNo_edit, docNo_delete.
  • Invite Accountant — inv_Accountant.
  • Ledger Report — LedgerReport.
  • Profit & Loss — IncomeStatement.
  • Trial Balance — TrialBalance.
  • Balance Sheet and Cash Flow Statement — BalanceSheet.
  • Group Report — GroupReport.
  • Maintain Tax (schedule list) — gstTaxSch_li, gstTaxSch_new, gstTaxSch_delete.
  • SST Setup — GstSetup, GstSetup_edit.
  • SST Return — gstProcess_new, gstProcess_delete, gstReturn_view.
  • SST Audit — gstAudit.
  • Maintain Category — stkCat_new, stkCat_edit, stkCat_delete.
  • Maintain Product — stkItem_new, stkItem_edit, stkItem_delete.
  • Company Management (open the page) — company_new, company_edit, company_delete.
  • Users (open the page) — user_new, user_edit, user_delete.
  • Access Control (open the page) — role_new, role_edit, role_delete.
  • Chart template (open the page) — coa_new, coa_edit, coa_delete.
  • SST screens still use permission names that begin with gst. That is the name on the role. The menu label is SST.
  • Print permissions are separate: Ledger_print, BalanceSheet_print, IncomeStatement_print, TrialBalance_print, GroupReport_print, SalesHistory_print, PurchaseHistory_print. A person can open a report and still be unable to print.

If something goes wrong

  • You ticked the permission and the menu is still missing. The role must be the one on this company’s group. See Company management. Ask them to sign in again.
  • Menu shows, then the login page appears. The role is missing that page permission. KinraSoft sends a blocked page to the login screen. Tick the permission in Page opens only with these.
  • SST Return is missing but GST ticks look on. Tick gstProcess_new or gstReturn_view. Those names cover SST Return.
  • Staff can see Company Management. Their role includes company_new. Untick Accountant Tools permissions or give a narrower role. See Access Control Management.
  • You cannot save opening balances. The role needs openingBalance_new (first save) or openingBalance_edit.

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