users-and-roles

My users are not able to view the statements of customers/vendors. What should I do?

When assigning a role to your user, you need to enable the option to view the statements. Here’s how you can enable this option:

  • Go to Settings in the top-right corner of the page.
  • Select Roles under Users & Roles.
  • Click Edit next to the required role.
  • Click More permissions next to Customers or Vendors under Contacts.
  • Check the Statement box, and click Save.

Now, your user will be able to view the statements of customers or vendors in their respective details page.

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