Pallet Connect has various User types. This allows different team members to have a varied access of the system, depending on their role.
This article will explain which features an "Accounting" user group can view when they log into the Pallet Connect platform.
Note: Each user will have different access on their "Menu". You can also visit this article to view the full access per user. Go here.
Accounting User:
Accounting User will have the similar access as an General Manager with full access to financial information.
The slide below shows an example of the dashboard and Main Menu for an Accounting User log in.
A User that is able to "Manage Users" e.g. General Manager, can further customize the information/feature the Office Admin user can access. To modify the user's access, go to Users > Manage Users.
The following can be enabled/disabled from the Options tab of the User profile:
Accept System Emails
Accept End Of Day Reports
Accept End Of Day Log Reports
Can View Pay Rates
Can Manage Pay Rates
Can Manage Users
Can Manage Stock Items
Can Manage Running Jobs
Can Manage Asset Maintenance
Can Approve Transactions
Finalizing Requires Approval
Can Edit Contact Profiles
Notifications are also customizable for this user. The following notification type can be enabled/disabled.
Real-time notification will appear on the top right of the page with the notification bell icon.
After selecting the preferred feature/information that will be available in the user's profile, save it by clicking "Update User".
