Skip to main content

Give a user permissions on a Sales Request, Fee Note or Sales Invoice type

You can control the permissions users have when creating and editing sales request entries in FocalPoint. Permissions are set per request type and per user in FocalPoint Administrator.

  1. Log in to FocalPoint Administrator.

  2. Click **System Options**, **Sales & Billing**, **Sales Invoices Setup**.

  3. Select the relevant request type.

  4. Click **Usage**.

  5. Find the user in the list and set their permissions as required:

    • **Active:** User can see Sales Invoice type entries (this must also be applied for approval and entry).

    • **New:** User can create new transactions under the request type.

    • **Duplicate:** User can duplicate existing transactions to create new ones.

    • **Re-open:** User can re-open a Sales Invoice entry if it meets the required conditions.

  6. Click **OK** to save the changes.

  7. Repeat steps 3-5 for any other request types the user may need to create, approve, or edit.

Related Articles
Did this answer your question?