User permissions

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Zappy
Zappy Accredited Partner Posts: 5,338 Accredited Partner Accredited Partner
edited February 2020 in Accounts Hosted
I want to add an employee in Reckon Hosted. What permissions do I need? 

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  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
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    Hi Kevin,

    The user who wants to enter the employee needs to have a role assigned to them that has access to the employee centre, with Create Entries selected, and if using the Employee Organiser they need Full control to this.  See the screenshot below:
    image

    The Employee Centre/Create Entries lets them create new employees, and Employee Organiser lets them do it via the Employee Organiser.  I tested this out after we spoke last week on the phone and it was working for me so it should do the trick.

    Regards,
    Shane.

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