The Financial Packet Doc Type covers AP Checks, Invoices, Invoices - Approved, Memo Checks, and Purchase Orders.
There are two different ways to give a user or group access to viewing these documents.
1. Give them full permissions for Financial Packet.
2. Restrict their access to their own documents in Financial Packet.
Where to go:
1. Log into myscview.com with your credentials.
2. Go to the Admin dropdown in the top bar and click on Users.
3. If you would like to set permissions for a group (User, Approver, Admin, etc.), find the name of the group and double-click on it. Double-clicking will take you directly into Edit mode for that group.
If you would like to set permissions for an individual user, find the name of the user and double-click on it. Double-clicking will take you directly into Edit mode for that user.
4. Click on the Doc Types tab. You will now see all of your doc types and what permissions this group or user has.
5. If you select the checkbox to the left of the Financial Packet column, this will place a checkmark under every column but Delete. You will need to select Delete individually if you wish for that permission.
The Unrestricted Checkbox
If you select the Unrestricted checkbox on Financial Packet, this user will see documents within the Financial Packet from every user.
If you do not select the Unrestricted checkbox, the user will only be able to view his own documents within the Financial Packet.
A few notes:
Be sure to click the Save button before leaving the page in order to save these changes.
If you are setting permissions for a group, all users belonging to that group will be affected.
Permissions are completely dependent on what you wish for the specific user or group.