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How to Assign the Accountant Role in TAS

🌟 Why Assigning the Accountant Role in TAS is Beneficial

Assigning the Accountant role in TAS provides several advantages:

  • Improves financial management: Give your accountant the tools they need to oversee financial transactions, ensuring accuracy and efficiency.

  • Streamlines accounting processes: Accountants can directly access and manage accounts, invoices, reports, and other financial details without limitations.

  • Enhances financial control: By providing full access to the accounting system, the accountant can help maintain the financial integrity of your business.

🌐 Steps to Assign the Accountant Role in TAS

Follow these steps to assign the Accountant role to a user in your TAS account:

1. ⚙️ Navigate to Settings

  • On the TAS Dashboard, click on Settings from the sidebar menu.

2. 👥 Go to Users

  • In the Settings section, click on Users.

3. 👤 Select the User

  • Find and select the user you wish to assign the Accountant role to.

4. 📝 Edit User Details

  • Click Edit User to update the user details.

  • Assign the Accountant role to the selected user.

5. 💾 Save the Changes

  • Once the role is assigned, click 💾 Save to update the user’s permissions.

That’s it! 🎉 You have successfully assigned the Accountant role to a user in TAS. The assigned user now has full access to the accounting system, enabling them to manage all financial aspects of the business effectively.