By default, there are selected roles active within the system. Those are Personal (Users), Approvers, Finance, and Administrator.
Wondering what other roles are available? Feel free to click the button below:
If you are already familiar with different roles then you can find the steps on how to enable them below.
For Controller
Go to Admin > Advanced Settings. Under App Settings, check/mark Activate the controller module and click on Save.
For Branch Manager and Director
Go to Admin > Roles page, select which role to modify, and click Enable.
For Treasurer
Go to Admin > Advanced Settings. Under App Settings, check/mark Activate approval for cash advances and click on Save.
NOTE: This role is visible in the user profile only. To view and assign, go to Admin > Users > Open profile > Under Roles, click Treasurer.
Important Reminders!
You can follow the same path to disable.
Personal, Approvers, and Administrator roles are non-modifiable.