Assigning an Account Head to a User
This guide explains how to assign a specific account head (such as a bank account) to a user in the system. Linking an account head to a user allows them to view and manage related data. You can also configure whether this account information is displayed directly on the user's main dashboard.
Step-by-Step Instructions
1. Navigate to the Assignment Menu
- Log in to the system as an Administrator.
- On the left-hand navigation sidebar, scroll down and click on the Accounts module to expand it.
- From the expanded list, select Assign Account Head to User.
**[Image: Left sidebar navigation showing the Accounts menu expanded and Assign Account Head to User highlighted]**
2. Initiate a New Assignment
- You will be directed to the main assignment page. This page displays a table of all current user and account head pairings.
- To create a new link, click the green Assign Account Head to user -> button located in the top right corner of the page.
**[Image: Main assignment page showing the data table and the Assign Account Head to user button]**
3. Select the Account Head and User
- A pop-up window will appear on your screen.
- Click on the Account Head dropdown menu and select the specific account you wish to assign (for example, "ADCB Bank").
- Next, click on the Users dropdown menu and select the user who should be granted access to this account head.
**[Image: Assignment pop-up window with the Account Head and Users dropdowns expanded]**
4. Save the Assignment
- Once you have made your selections, click the green Save button at the bottom of the pop-up window.
- A green "Success" message will briefly appear at the top of the screen to confirm the action.
- The pop-up will close, and the new assignment will now be visible in the main table.
5. Enable Dashboard Visibility (Optional)
- Locate the newly created assignment in the table.
- Look for the column titled Show on Dashboard.
- By default, this setting may be disabled. To allow the user to see this account head on their personal dashboard, click the toggle switch to enable it.
- The switch will turn green to indicate it is active, and another "Success" message will confirm the update.
**[Image: Data table highlighting the new entry and the Show on Dashboard toggle switch being activated]**
Note on Dashboard Visibility
The Show on Dashboard toggle is a convenient way to give users quick access to key financial data right when they log in. You can turn this off at any time by clicking the toggle switch again without removing their overall access to the account head.