Third Party Entry permissions allow one user to enter transactions on behalf of another user. The permission is controlled at a security profile level, so making the changes below will give everyone in that security profile the ability to put in transaction on behalf of someone else.
Log in to FocalPoint Administrator
Browse to System Control, Security Profiles
Highlight the profile that you want to give the permissions to and click Edit
On the General tab, at the top of the screen, tick the Allow Third Party Entry box
You will then need to decide if you want to allow the users in the profile to put on transactions for users in All Departments (which is all users essentially), users in their Own Department only or Allocated Users*
You can also tick the box for Default To Own Resource Code which means that when putting on a transaction, the resource code will default to the users own one. If not ticked, no resource will be selected by default and the user must select one every time
Once you have set all the options as required, click OK to save the changes
*If you chose Allocated Users as the Third Party Entry type, then you will have a little bit more configuration to do before everything is up and running.
Log into the FocalPoint website
Browse to System, Third Party Allocation
In the Third Party Allocation screen, highlight the user who will be able to enter transactions on another's behalf in the Users section
Then highlight all of the users they should be able to enter on behalf of, in the Allowed Users section
Once all of the required users have been selected, click Add - this will add the allocations to the grid below
You can then select which transactions the user can enter on behalf of their allocated users and whether they can submit them as well
Click Save to save all of the changes
Please note that users must be enabled in FocalPoint Administrator to show up in the Third Party Allocation screen.