How do I configure access for an employee to the "Forms" section?

Step 1: Verify the Employee and User Status

Navigate in the main menu to Financial -> Employees. Search the list for the employee you wish to grant access to. It is very important to ensure that in the "Account Type" column, the employee has the status of "User" and not "Operator", as operators have limited functionalities and cannot access all modules.

Step 2: Identify the Access Level

Click on the view/edit button next to the employee. On the details page, scroll down to the "Access" section and identify the "Access Level" assigned to them (for example: Sales Consultant).

Step 3: Edit Access Level Permissions

Return to Financial -> Employees and select the "Permissions" tab. Search the list for the access level you identified in the previous step (in our example, Sales Consultant) and click on the edit button (blue icon).

Step 4: Enable the Desired Permissions

In the window that opens, search the list for the "Form Templates" functionality. Activate the toggles next to it to grant the necessary permissions: View, Add, Edit, Delete, depending on your needs. Finally, press "Save".