Description

SoftLedger has the capability to have very granular user permission and restriction to adapt to the controls and processes of your organization. You can restrict users by Location, module, create and post statuses, preparer and reviewer, etc. If there is a specific user roles setup that you don't see available in the default available user role options, reach out to your SoftLedger support team to set up a custom user role.

 

Manage the system users here:

 


Columns

  • Email - User's email address(used for login)
  • Name - User's name
  • MFA - Does the user have Multi-Factor Authentication Enabled.


Actions


Location 

 

Select the User's visible locations. When logged in, the user will only be able to see transactions from this Location and its child Locations:


Edit 

 

Update User's details


Fields:

  • First Name - User's first name 
  • Last Name - User's last name
  • Use MFA - Turn on to enable multi-factor authentication for this user(recommended)


Roles 

 

Update user's roles and permissions:


To remove a role, click the X next to the assigned role on the left.

To add a role, click the + next to the available role on the right.

Then click submit. 


Columns

  • Email - User's email address(used for login)
  • Name - User's name
  • MFA - Does the user have Multi-Factor Authentication Enabled.