Site.pro Site.pro
  • AI Website BuilderAI Website Builder
    • AI Website BuilderAI Website Builder
    • Online StoresOnline Stores
    • PricesPrices
    • CollaborationCollaboration
    • Website ImportWebsite Import
    • PluginsPlugins
    • Website BuilderWebsite Builder
    • TemplatesTemplates
    • For Design StudiosFor Design Studios
    • Useful LinksUseful Links
    • Affiliate ProgramAffiliate Program
    • We Build for YouWe Build for You
    • ExamplesExamples
    • LanguagesLanguages
  • DomainsDomains
    • Register Domain NameRegister Domain Name
    • Migrate DomainsMigrate Domains
    • For Domain InvestorsFor Domain Investors
    • Domain ZonesDomain Zones
    • DomainityDomainity
    • FAQ: DomainsFAQ: Domains
    • Popular Domain ZonesPopular Domain Zones
    • .com.com
    • .org.org
    • .net.net
    • .us.us
    • .co.co
  • EmailEmail
    • Free EmailFree Email
    • Email for BusinessEmail for Business
    • PricesPrices
    • Transfer EmailsTransfer Emails
    • Custom Domain EmailCustom Domain Email
    • FAQ: EmailFAQ: Email
    • Popular FAQsPopular FAQs
    • Email SetupEmail Setup
    • Auto ReplyAuto Reply
    • Auto ForwardingAuto Forwarding
    • Spam ProtectionSpam Protection
  • Accounting SoftwareAccounting Software
    • Accounting SoftwareAccounting Software
    • ModulesModules
    • PricesPrices
    • Integrations, APIIntegrations, API
    • Accounting Companies (389)Accounting Companies (389)
    • Software Integrators (52)Software Integrators (52)
    • Affiliate PartnersAffiliate Partners
    • Useful LinksUseful Links
    • Business TypesBusiness Types
    • Use CasesUse Cases
    • Accounting CompaniesAccounting Companies
    • Sole ProprietorSole Proprietor
    • InvoicingInvoicing
    • FarmerFarmer
    • E-commerceE-commerce
  • For ResellersFor Resellers
    • White LabelWhite Label
    • Revenue ShareRevenue Share
    • PricesPrices
    • PanelsPanels
    • How it WorksHow it Works
    • Marketing MaterialsMarketing Materials
    • Mass ImportMass Import
    • Our PartnersOur Partners
    • Reselling ExamplesReselling Examples
    • DocumentationDocumentation
    • Free WebsitesFree Websites
  • LearnLearn
    • Knowledge BaseKnowledge Base
    • BlogBlog
    • Growth HackingGrowth Hacking
    • For HostingsFor Hostings
    • For EducationFor Education
    • Website Сreation TutorialWebsite Сreation Tutorial
    • Teaching Institutions (69)Teaching Institutions (69)
    • Accounting Courses WorldwideAccounting Courses Worldwide
  • AI Website BuilderAI Website Builder
    • AI Website BuilderAI Website BuilderAI creates websites for you
    • Online StoresOnline StoresBuild online stores
    • PricesPricesAdvanced Features
    • CollaborationCollaborationCo-create websites live
    • Website ImportWebsite ImportImport Any Website
    • PluginsPluginsBuilder plugin and functions
    • Website BuilderWebsite BuilderKey Features
    • TemplatesTemplates200+ Awesome Templates
    • For Design StudiosFor Design StudiosBenefits for Design Studios
    • Useful LinksUseful Links
    • Affiliate ProgramAffiliate Program
    • We Build for YouWe Build for You
    • ExamplesExamples
    • LanguagesLanguages
  • DomainsDomains
    • Register Domain NameRegister Domain NameDomain registration, parking, transfer
    • Migrate DomainsMigrate DomainsTransfer. Connect. Renew
    • For Domain InvestorsFor Domain InvestorsDiscount on all domains
    • Domain ZonesDomain ZonesBuy New Domain Name
    • DomainityDomainityDomain usage by country
    • FAQ: DomainsFAQ: DomainsFind Answer
    • Popular Domain ZonesPopular Domain Zones
    • .com.com
    • .org.org
    • .net.net
    • .us.us
    • .co.co
  • EmailEmail
    • Free EmailFree EmailCreate email
    • Email for BusinessEmail for BusinessAdvanced features & protection
    • PricesPricesCheap email hosting
    • Transfer EmailsTransfer EmailsMigrate your mailboxes
    • Custom Domain EmailCustom Domain EmailEmail address with your domain
    • FAQ: EmailFAQ: EmailFind Answer
    • Popular FAQsPopular FAQs
    • Email SetupEmail Setup
    • Auto ReplyAuto Reply
    • Auto ForwardingAuto Forwarding
    • Spam ProtectionSpam Protection
  • Accounting SoftwareAccounting Software
    • Accounting SoftwareAccounting SoftwareCloud based ERP
    • ModulesModulesMain accounting software modules
    • PricesPrices30 days free trial
    • Integrations, APIIntegrations, APIIntegration with external systems
    • Accounting Companies (389)Accounting Companies (389)Choose your partner for accounting
    • Software Integrators (52)Software Integrators (52)Pick your integrations partner
    • Affiliate PartnersAffiliate PartnersPartners and Affiliate program
    • Useful LinksUseful LinksCalculators and Calendars
    • Business TypesBusiness TypesUse Cases
    • Use CasesUse Cases
    • Accounting CompaniesAccounting Companies
    • Sole ProprietorSole Proprietor
    • InvoicingInvoicing
    • FarmerFarmer
    • E-commerceE-commerce
  • For ResellersWhite LabelFor ResellersWhite Label
    • White LabelWhite LabelCustomise Builder
    • Revenue ShareRevenue ShareEarn 50% from each upgrade
    • PricesPricesRevenue Share. White Label
    • PanelsPanelsOne product for all platforms
    • How it WorksHow it WorksCloud or On-Premises
    • Marketing MaterialsMarketing MaterialsVideo. Mockups. Blocks
    • Mass ImportMass Import
    • Our PartnersOur Partners
    • Reselling ExamplesReselling Examples
    • DocumentationDocumentation
    • Free WebsitesFree Websites
  • LearnLearn
    • Knowledge BaseKnowledge BaseFAQ, Tutorial, Video
    • BlogBlogSite.pro Blog
    • Growth HackingGrowth HackingBoost your sales
    • For HostingsFor HostingsTips on marketing
    • For EducationFor EducationTraining. Tutorials
    • Website Сreation TutorialWebsite Сreation Tutorial
    • Teaching Institutions (69)Teaching Institutions (69)
    • Accounting Courses WorldwideAccounting Courses Worldwide
  • RegisterRegister
    Site.pro

    Create Your Account

    Get started — free and easy!

    Register

    By registering, you accept our Terms of Service
  • Log inLog in
    Site.pro

    Welcome back!

    Access your work space

    Log in

    New user? Create account
    Forgot password?
  • $
    $
  • EnglishEnglish
  • AI Website Builder (346)
    • Managing Website (18)
    • Website Builder (306)
      • Website creation (64)
      • Text (14)
      • Pictures (11)
      • Additional (8)
      • Media (15)
      • Social (13)
      • SEO (23)
      • Import (7)
      • Commerce (84)
      • Maps (12)
      • Advanced (19)
      • Forms (7)
      • Errors (24)
      • Custom plugins (5)
    • Web Design Studio (3)
    • Affiliate Program (9)
    • Education (10)
  • Account & Billing (35)
    • Account / Profile (8)
    • Payments (8)
  • Domains (45)
    • Purchasing (18)
    • Domain Investors (1)
    • Connecting (26)
  • Mailboxes (28)
  • Accounting Software (722)
    • Dashboard (company) (13)
    • Clients (11)
    • Warehouse (124)
      • Sales (53)
      • Simplified invoicing (5)
      • Client prices (1)
      • Automatic invoicing (1)
      • Purchases (30)
      • Sales return (5)
      • Item stock (1)
      • Prekės judėjimas (1)
      • Consignment balance (2)
      • Inventory (1)
      • Perkainavimas (1)
      • Internal movement confirmation (1)
      • E-commerce (17)
      • Cash register sales (5)
    • General ledger (31)
      • General register (16)
      • Doc. settlement (2)
      • Period closure (1)
      • Currency exchange rate range (2)
      • Currency exchange rate adjustment (1)
      • Financial accountability articles (2)
      • Cost centers (2)
      • Chart of accounts (4)
    • Bank (29)
      • Bank (10)
      • Bank link with cor. account (1)
      • Import statements (14)
      • SEPA payments (4)
    • Cashier (5)
      • Cashier (3)
      • Money receiving receipts (1)
      • Žinynai (1)
    • Reports (34)
      • Inventory report (8)
      • General ledger reports (9)
      • Ind. activity report (1)
      • Sales-purchases (4)
      • Debt management (4)
      • Balances / PLN (2)
      • Other reports (3)
    • Personnel (23)
      • Employees (18)
      • Requests (1)
      • CV (1)
      • Žinynai (3)
        • Pareigos (1)
        • Request types (2)
    • Reference book (20)
      • Item cards (5)
      • Warehouse (7)
        • Warehouses (2)
        • Operation types (5)
      • Intrastat (2)
      • Vietovės (1)
      • Bankai (1)
      • Currencies (3)
      • Currency exchange rates (1)
    • Production (5)
      • Technological cards (1)
      • Production from technological cards (2)
      • Bundle / debundle (2)
    • Assets (15)
      • Long-term assets (13)
      • Low value assets (1)
      • General report (1)
    • Documents (39)
      • Orders (19)
        • Orders (12)
        • Order attributes (5)
        • Daily allowance (2)
      • Insurance (2)
      • Sutartys (1)
      • Emails registry (2)
      • Siunčiamų laiškų registras (1)
      • Siunčiamų / gaunamų dokumentų registras (1)
      • Annual leave (9)
        • Accumulated holiday days (2)
        • Vacation balances (6)
      • Incapacity certificate (2)
      • Internal documents (2)
    • Salary (48)
      • Payroll (26)
      • Timesheets (7)
      • Darbo grafikai (1)
      • Wage prints (12)
      • Reference book (2)
        • Wage codes (Registers) (2)
    • Declaration (34)
      • Generate declarations (18)
      • Declaration signs (1)
      • i.VAZ (3)
      • i.SAF (5)
      • SAF-T (1)
      • GPAIS (6)
    • Settings (147)
      • Settings (29)
        • System and logos (5)
        • Sales (4)
        • Accounting (7)
        • Deklaravimas (1)
        • Data exchange (2)
        • Users / employees (1)
        • Invoices recognition (2)
        • Papildomi darbuotojo požymiai (1)
        • Additional item attributes (1)
        • Additional sale attributes (1)
        • Dokumentų vizavimas (1)
        • Self-employed (1)
        • Sending invoices by email (2)
      • Integrations (105)
        • API (15)
          • API (8)
          • API #2 (4)
        • Artificial Intelligence Assistant (3)
        • Plugins for E-shops (7)
          • WooCommerce (4)
          • PrestaShop (1)
          • Opencart (1)
          • Adobe Commerce (Magento) (1)
        • Trading Platforms (23)
          • Allegro (1)
          • eBay (2)
          • Amazon (3)
          • Shopify (5)
          • Etsy (5)
          • Site.pro (3)
          • Varle.lt (1)
          • Verskis (1)
          • Pigu.lt (1)
        • Cash registers (16)
          • Čekis cash register (1)
          • Paysera POS (1)
          • Raso cash registers (11)
          • Restera (1)
          • nSoft (1)
        • Automatic import of bank statements (6)
        • Creditonline.eu (1)
        • MIP (6)
        • Analytics (2)
      • Data import (13)
    • Account (133)
      • Dashboard (27)
      • Companies and users (29)
      • File upload (7)
      • Employee account (5)
      • My data (21)
      • Affiliate program (4)
      • Invites (3)
      • Reminders (2)
      • Robots (5)
      • Support (7)
        • How to book the program training? (1)
      • Statistics (4)
      • Other information (19)
    • Encyclopedia (11)
  • For Resellers (116)
    • Brand (Cloud, On-Premises) (20)
      • Cloud (5)
      • On-Premises (15)
    • License (42)
    • Installation (17)
      • Website Builder (11)
      • Website Builder Plugin (6)
    • Hosting/Billing Panels (37)
      • WHMCS (5)
      • cPanel (9)
      • DirectAdmin (8)
      • ISPmanager (4)
      • Plesk (7)
      • Webuzo (2)
      • Control Web Panel (2)

Table of Contents:

Category
Search
Filter
  • All (1346)
  • AI Website Builder (349)
  • Domains (63)
  • Mailboxes (43)
  • Accounting Software (787)
  • For Resellers (435)
  • Table of Contents:

    How to create a permission set so that responsible person
    To limit user rights when approving submitted requests via the "Employee account," it is possible to set that the responsible person approves only the requests of their assigned employees (their employee group). In this case, the employee responsible for approving requests will see only their assigned employees and will be able to approve only their requests. The employee approving requests must have a Minimal or Expert plan. Instructions on how to change the user plan. Account → Companies and users → Rights sets You need to create a rights set, which can be done in two ways:Create a new set by clicking the "+Create new rights set" button;1.1 Fill in the rights set name and check (grant permission) "Requests of assigned employees";1.2 Click the "Save" button to save the rights set.Create a new set by copying another used rights set – by clicking the "Copy rights set" button;2.1 When choosing the copy function, select the most suitable offered set from the list and the company where this new set will be stored. 2.2 After filling in the required fields, click "Copy"; 2.3 The created rights set must be edited and the name changed by clicking the pencil icon: 2.3.1 In the opened window, remove unnecessary permissions and be sure to check "Requests of assigned employees": 2.3.2 The rights set name can be changed in the "User type" field; 2.4 Save the changes. The created rights set must be assigned to the responsible employee. User rights are changed by selecting the employee and clicking the blue button "Change rights set".In the opened window, select the appropriate option and save: Note. : Rights can be assigned or changed by a user who has the “Manager” rights set.
    FAQ
    ›
    Accounting Software
    ›
    Account
    ›
    Companies and users
    Accounting Software

    How to create a permission set so that responsible person

    To limit user rights when approving submitted requests via the "Employee account," it is possible to set that the responsible person approves only the requests of their assigned employees (their employee group).

    In this case, the employee responsible for approving requests will see only their assigned employees and will be able to approve only their requests.

    The employee approving requests must have a Minimal or Expert plan. Instructions on how to change the user plan.

    Account → Companies and users → Rights sets

    You need to create a rights set, which can be done in two ways:

    1. Create a new set by clicking the "+Create new rights set" button;

      Rights set creation button in the program window

    2. 1.1 Fill in the rights set name and check (grant permission) "Requests of assigned employees";
    3. 1.2 Click the "Save" button to save the rights set.
    4. Create a new set by copying another used rights set – by clicking the "Copy rights set" button;

      2.1 When choosing the copy function, select the most suitable offered set from the list and the company where this new set will be stored.

      Rights set copying window in the program

    2.2 After filling in the required fields, click "Copy";

    2.3 The created rights set must be edited and the name changed by clicking the pencil icon:

    Rights set editing window

    2.3.1 In the opened window, remove unnecessary permissions and be sure to check "Requests of assigned employees":

    Checked permission in the set

    2.3.2 The rights set name can be changed in the "User type" field;

    Rights set name field

    2.4 Save the changes.

    The created rights set must be assigned to the responsible employee.

    User rights are changed by selecting the employee and clicking the blue button "Change rights set".
    In the opened window, select the appropriate option and save:

    Rights set change window for employee

    Note. : Rights can be assigned or changed by a user who has the “Manager” rights set.


    People also found this article using these queries:

    • How can I set up a permission set for the responsible person?
    • What is the process to make a permission set for the person in charge?
    • How do I configure a permission set for the designated individual?
    • How do you assign a permission set to the responsible party?
    • What steps are needed to create a permission set for the accountable person?
    • How to establish a permission set for the person responsible?
    • How can one generate a permission set for the assigned person?
    • How do I build a permission set for the person tasked with responsibility?
    • What is the method to create a permission set for the relevant person?
    • How is a permission set created for the person overseeing the task?
    • How do you set up a permission set for the person in charge of the task?
    • How can I design a permission set for the person accountable?
    • What are the steps to create a permission set for the responsible user?
    • How do I provide a permission set to the designated person?
    • How can a permission set be made for the individual in charge?
    • How do you create a permission set for the person handling the responsibility?
    • How to assign a permission set to the responsible individual?
    • How can I make a permission set for the person with responsibility?
    • What is the way to create a permission set for the person responsible?
    • How do I set up a permission set for the person assigned to the task?
    © Site.pro 2011. Website Builder. United States.
    Contact SalesContact SalesTerms of ServiceTerms of ServicePrivacy PolicyPrivacy PolicyCookie SettingsCookie Settings