APFlow™ Tab

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You are here:  Sage Intacct Paperless Administration > Global Settings > Users > Adding Users >

APFlow™ Tab

1.From My Paperless Page, click Global Settings.

2.In the Global Settings navigation bar, click Users.
 
The following page displays:
 
UserList
 

3.Click the edit icon, Editimage-mh, of an existing user.
 
The following page displays with the GENERAL tab active:
 
UserProfileBasicInfo
 

4.Click the APFLOW™ tab.
 
This is where you assign the user to one or more roles and set associated permissions--per vault.
 
A page similar to the following displays:
 
UserAPFlowtab-mh

 

5.When you click to select a specific vault, that user's role(s) and the permissions associated with those role(s) will display in the Additional Permissions grid.
 
UserAPFlowtabpermissions-mh