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Access Rights

Posted: 11 Dec 2022, 17:50
by Geordie613
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.

Re: Access Rights

Posted: 12 Dec 2022, 11:29
by brucedenney
Yes you can fix this.

Log in as manager and change the access rights
Select your user hit edit button

Re: Access Rights

Posted: 12 Dec 2022, 12:34
by Geordie613
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.

Re: Access Rights

Posted: 12 Dec 2022, 12:39
by brucedenney
You are not logged in as MANAGER.

When you use the MANAGER account everything is unlocked.

Re: Access Rights

Posted: 12 Dec 2022, 12:41
by Geordie613
Ok. I'll try that.
Thank you

Re: Access Rights

Posted: 12 Dec 2022, 16:07
by Geordie613
It worked. Thank you very much :D