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  (incorporating honsecretary.com)

The Integrated Membership & Bookkeeping system for Charities, Clubs & Societies
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TUTORIAL - Roles

Tutorial Index Main Contents:

Welcome
Introducing hontreasurer.com
Online Manual
How Do I?
HELP! - I'm Stuck!
TUTORIAL
The Forum
TO DO List

TUTORIAL Contents:

Introduction
Preferences
> Setup
> Roles
> Users
Activity Names
Accounting Categories
Activities
Accounts
Statuses
Members (Contacts)
Posting
> Cheque or Cash Received
>> Against Invoice
> Cheque Written
>> Against Invoice
> Cash Paid
> Cash from Cash Account to Bank
> Cash from Bank to Cash Account
> Cash Banked
> Bank Transfer In
>> Against Invoice
> Bank Transfer Out
>> Against Invoice
> Account Transfer
> Bank Interest Received

> Opening Balances
> Opening Income & Expenditure

> Invoice Sent
> Invoice Received

The Bank Reconciliation

Transaction Enquiry
Balance Enquiry

The Year End

Reporting

Submit a Question ..
we'll do our best to answer it!

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OK. You have more than one user. hontreasurer.com allows any number of users, but they must all have a "Role" - and the role determines what they are allowed to do. If you are content to let anyone do anything (including delete your user, for example!) you can go onto to Users. If not, you must set up appropriate Roles.

Choose Standing Data/Role Maintenance. You will see the existing Administrator Role in the list and, if you want to look at what is allows (nearly everything!), press Edit.

To add a new Role, press Add and fill in a name. Try "Secretary" by way of example. Now press Apply. This is important because the Actions cannot be added to it until that's done. Now press Add to the right of Current Actions. You will see a list of Actions and underneath choices for Allow Add, Allow Edit and Allow Delete. we would like the Secretary to be able to deal only with Contacts (Members) so choose Members and then check Add and Edit. Now press OK and you will see Members added to the list of Current Actions. That's it.

If, later, you want to add new roles for dealing with Transactions (e.g. Treasurer), there are selections for different types of Transaction. They are called Post .... Just note that none of these will work without the Action "Transactions" begin added as well.


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