Granting Territory Master Access for Account Receivable Reports

Guides & Tutorials
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Introduction

Welcome to this easy-to-follow guide on how to resolve permission issues for the Account Receivable Report in Empress.

From a business perspective, Empress’s permission system is crucial because it ensures that only the right individuals can access specific forms or reports. Sometimes, you may encounter an error message indicating a lack of permission, even if you have the necessary roles assigned. This guide aims to assist you in understanding and resolving such issues.

Understanding the Issue

In this context, imagine you’re trying to access the Account Receivable Report, but you encounter an error message. This message indicates that you lack permission for the territory master, even though you have the roles of Account User and Account Manager assigned.

Step-by-Step Solution

Here’s how to resolve this issue:

  1. Double-check the Assigned Roles: Make sure the roles assigned to the user are indeed Account User and Account Manager.

  2. Decipher the Error Message: The error message is telling you that the user doesn’t have access to the territory master. By default, the roles of Account User and Account Manager do not have any permissions on the Territory master.

  3. Grant Permission to Access Territory Master: To resolve this issue, you’ll need to grant the Account User the permission to “Read” the Territory master.

After following these steps, the user should be able to access the Account Receivable report without any hiccups. This process emphasizes the importance of understanding Empress’s permission system and its role in managing access to various forms and reports. Remember, correct assignment of permissions can prevent similar issues in the future.

Wrapping Up

Empress is designed to offer a comprehensive, user-friendly experience. Understanding how its features and functionalities work is vital for effective utilization. As a business user, you now know how to resolve permission issues, allowing you to fully harness the power of Empress in your everyday operations.

Should you require further assistance or information, check out additional Empress resources or reach out to our support for non-technical help.