How to Configure the Features Matrix

Click Entity Management

Click Manage Features Matrix

Select the User using the dropdown

Select the Module using the dropdown (optional). This will filter and display only the module you've selected on the next screen.

Click Search

Tick/untick the checkboxes according to the feature and permission type you want to assign.

There are 3 access types: Read, Write, Approve.

Read: View-only access.

Write: Editing rights. This must be paired with Read access.

Approve: Set up user as an approver for the selected line item.

You must click “Save” in order for these changes to be saved.

Date last updated:
April 12, 2022