Authorisation for e-mailing reports

You authorise the menu options and actions required for e-mailing reports.

Configure authorisation:

1. Go to: General / Management / Authorisation tool.
2. Go to the tab: Group maintenance.
3. Select the group to authorise.
4.  Go to the tab: Menu.
5. Select the check box for the menu options to be authorised:
   •  General / Environment / Management / Properties.
   • General / Management / Message / Message template
   • General / Configuration / Integration settings / Sales contact profile
   • General / Configuration / Integration settings / Purchase contact profile
   • Financial / Management / Settings
6. Go to the tab: Authorisation.
7. Go to: General / Environment / Management / Properties.
8. Authorise the tab: E-mail.
9. Go to: Financial / Debtor / Sales contact profile.
10. Authorise the tabs: Message template and Invoice message template.
11. Go to: Financial / Creditor / Purchase contact profile.
12. Authorise the tab: Message template.

    

13. Go to: Financial / Management / Settings / Reminder set.
14. Authorise the tabs:

    

15. Close the Authorisation tool.
16. Click on Yes in the message.

    De omgeving opent automatisch opnieuw, met de nieuwe instellingen.

 See also

• Configure authorisation