How to Give Users Access to the Receiver Module

Even if you have activated the Receiver Module in your instance of Accrualify, users will not be able to access the tools available without being assigned the rcvr_manager role in the users section. To assign this role, follow these steps:

Step 1: click on your avatar at the top right to access the dropdown menu. Select the "Users" menu item.

Step 2: in the user grid, find the user you wish to grant rcvr_manager access to. In the actions cell of their row at the far right of the grid, click on the key icon. This will open a modal window wit that user's roles.

Step 3: select the rcvr_manager role from the dropdown menu. This will automatically apply the user role to that user. When finished assigning roles, click on the "Done" button at the bottom of the window.