Set up Security

InoLink has the following Security Roles:

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

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.

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