Set up Security

InoLink has the following Security Roles:

InoLink Administrator

The InoLink Administrator is given the right to both configure InoLink settings and promote the record to QuickBooks.

InoLink Application User

InoLink User

Note: It is necessary to assign any one of the above security roles to use InoLink solution.

Here are the steps to assign security role to users.

• Go to Advanced Settings --> Settings --> Security.

• Select Users.

• Select a user --> Click on Manage Roles.

• Select the security role you want to assign --> Click Ok.

For further queries, reach out to us at [email protected]