Astral Recurring Invoices - Help:

User Setup

If the User to use Astral Recurring Invoices is a SUPER User, then no further setup is required, continue to the next section. However, if the Astral Recurring Invoices User is not a SUPER user, they will need a SUPER user to add them the permission set for Astral Recurring Invoice.

In the search bar enter 'Users' and select it from the list:

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Figure 1 | Search Users

On the User list page, select the User who the Astral Recurring Invoices permission set needs to be added to:

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Figure 2 | User List Page

On the User Card, go to the User 'Permission Sets' FastTab. Either type directly or use the 'Assist Edit' button to find the required Permission Set 'Astral Recurring Invoices':

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Figure 3 | User Card

If you click on the 'Assist Edit' button, the 'Permission Set Lookup' page will open. On here, select the required Permission Set 'Astral Recurring Invoices' (1) and click on 'OK' (2):

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Figure 4 | Permission Set Lookup Page

Now on the User Card, under the 'User Permission Sets' FastTab you will see the added Permission Set 'Astral Recurring Invoices':

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Figure 5 | User Card

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