How to allow/disallow Manager(s) from viewing fee records

Managers in the school are individuals with high positions (Headteacher, Principal, Proprietor, accountant, etc)  (How to add managers)in the school and thus have clearance to view sensitive information about the school such as fee records. However, you may want to allow or disallow certain managers from viewing fee records. This can be done as follows

1. Click on ‘Portal setting’ on the menu 

2. Click on ‘Finance’ Sub Menu

3. Scroll to the ‘Fee setting for managers’ section’ 

4. Go to ‘allow access to view fee records’ section 

5. Select the Manager(s) you wish to allow to view records by clicking on the manager's name for a single manager or pressing CTRL and click on them for multiple manager selection. 

6. Deselect Manager(s) from viewing records by clicking on the HIGHLIGHTED manager's name for a single manager or pressing CTRL and click on them for multiple managers.

7. Scroll to the bottom and click on ‘Update Settings’ to save your choice.