Settings Guide: Manage Your Ledgers-Pro Account

 With access control capabilities and account management features, the Settings page provides a means for configuring who has access to what and how payment accounts are set up. The Settings Page consists of two categories (Account Setup and Roles & Permission) with the following features:  

Roles & Permissions:

 The function allows you to create and manage the roles that define your Users and their permissions on the system (Six module permissions). Catalogs, Users, Subscriptions, Payments,   Customers ,Enagements 

•  Levels of Permissions; View, Edit, Delete
• Types of Roles; Viewer, Manager, Editor, Admin, Custom
• Currently Active and Inactive Roles Search and Filtering for your Roles  

Account Set-Up

The primary roles in Ledgers Pro include:

• Admin: Full access to all features, settings, and data.
• Manager: Manage data entries and oversee team activities.
• Accountant: Access to financial reports, transactions, and accounting tasks.
• Viewer: Read-only access to data for monitoring purposes.

Account Set-Up

•  Set-Up and Manage Your Bank Accounts
• Connect Payment Gateways
• Access Multiple Payment Providers
• Keep Track of Bank Accounts   

Manage Roles and Permissions             

•  Open the Roles & Permissions tab
• Use search to find roles
• Filter by status (Active/Inactive)   

Create a role:

• Click "Add Role"
•  Enter role name and description  
•  Select role type  
•  Set permissions for each module & save   

Edit role:

• Click Edit on a role
•  Update name, description, or type  
•  Adjust permissions &  Save

Managing Account Setup

      View Accounts:

• Open the Account Setup tab
•  See all bank accounts  
•  Search by account name or bank  

      Add an Account:

• Click "Add Bank Account"
• Enter account details
  
• Configure payment gateway settings

Benefits

• Security: Control who can access and modify data

• Organization: Assign roles based on job functions

• Flexibility: Customize permissions per role

• Efficiency: Manage accounts in one place

• Control: Activate or deactivate roles as needed

• Clarity: See permissions at a glance

• Integration: Connect payment gateways for transactions