To set a user as a controller in Safe Financials, follow the below steps;
1. Log into Safe and head to the Toolbar.
2. Click Sales Ledger then click Customers.
3. Locate the required customer record and click on the Customers sub tab.
4. Click the ellipses to the right of controller.
5. The window that appears will have 4 options option on the right . The 2nd option is labelled Maintain record, click on this.
6. This will open the controller list. Right click on the Details section and choose Create Record.
7. Specify a code for the new controller and in the associated user section, click the ellipses and select the required user.
Once you have done this, head back into the customer record and the user should appear in the list of controllers as an option.
