📝 How to Enable Workshop Deposits Access?

Jake
Jake
  • Updated

Question

How to Enable Workshop Deposits Access?

Answer

In order to be able to display Workshop Deposits tab within the CRM module, first the access level will need to be set within parameters. 

To do this you will need to go into:

Accounts > Sales Ledger > Ledger Parameters > Transaction Parameters

There is an Access Levels heading here and under this is "Deposit"

mceclip0.png

In the example above, we can see that the Deposits access level is set to 20.

This means that anyone with an access level of 20 or higher in Workshop and/or Vehicles will be able to access the Workshop Deposits tab within the CRM module.

This access level is able to be changed from this screen to suit the user's requirements.