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Set menu options for users

To set or amend access to menu options for a user, follow the steps below:
​Note: You need to log in as a supervisor to do this.

  1. From the Safe Financials toolbar, select System Admin.

  2. Click Menu Modules.

  3. Select the Access tab.

  4. Find the relevant user in the list and highlight them.

  5. Right-click the user and click Modify Record.

  6. Right-click again and click Menu Options.

  7. Find the required applications and click Include in Toolbar.

  8. Click OK.

  9. Click Apply to save changes.

Repeat the above steps for the required users.

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