To create a User, e.g. a committee member, select Organisation > Users and Roles

If the Contact is already in the Users list, you can adjust their User Rights by selecting Edit User Rights and clicking on the appropriate check box item to unlock it - or, give them the permissions for that level.

If the Contact isn't yet a User, you can add them and give the appropriate User Rights.

Finances User Rights

If a Contact has Finances User Rights, when logged in they will be able to see their Dashboard, the Finance Dashboard and their own Tasks.

A Contact with Finances User Rights will have full access to issue Invoices and record Income and Deposits, as well as view all Transactions, Budget and Financial Reports.

Note: Although able to see who has made payments etc, the User will not be able to see the details of any Contacts.

Did this answer your question?