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Access Rights

Sage 50 general help forum - Free help and support for all general issues
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Geordie613
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Sage Version: v2018 24 UK/Europe/Africa

Access Rights

Post by Geordie613 » 11 Dec 2022, 17:50

One of my clients is running Sage Accounts Professional v23. I found recently that the bank window when I logon does not have a reconcile button. However when the admin/manager logs on, he does have a reconcile button.
See the screenshot
Screenshot 2022-12-11 174121.png
The bottom user name is the manager and mine is the third one. However when the manager is signed in and my logon name is selected the edit button is greyed out. There is no one else who has full access.
Screenshot 2022-12-11 174559.png
I suspect this is why I don't have bank rec access. Is there any way to fix this?

Thank you.
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brucedenney
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Sage Version: v28 UK/Europe/Africa

Re: Access Rights

Post by brucedenney » 12 Dec 2022, 11:29

Yes you can fix this.

Log in as manager and change the access rights
Select your user hit edit button
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Geordie613
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Re: Access Rights

Post by Geordie613 » 12 Dec 2022, 12:34

Thank you.
But as I mentioned, when the manager is signed in and my logon name is selected the edit button is greyed out.
That's the second screenshot.
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brucedenney
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Re: Access Rights

Post by brucedenney » 12 Dec 2022, 12:39

You are not logged in as MANAGER.

When you use the MANAGER account everything is unlocked.
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Geordie613
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Re: Access Rights

Post by Geordie613 » 12 Dec 2022, 12:41

Ok. I'll try that.
Thank you
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Geordie613
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Re: Access Rights

Post by Geordie613 » 12 Dec 2022, 16:07

It worked. Thank you very much :D
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