How can I assign different employees to Accounts Receivable and Accounts Payable in Enterprise Hub

Problem

I don't know how to assign different Enterprise Hub employees responsible for AR and AP across tenants.

Solution

Workflow Summary

Manually adjust permissions for each user or role.

Adjust roles for Accounts Receivable and Accounts Payable in Enterprise Hub

Decide which roles in your organization will handle AR and which will handle AP. You might have roles like AR Management and Payables in the Accounting section.

1. In Enterprise Hub, go to User Management.

2. In the side panel, click Roles.

3. Create a new role or edit an existing role. For more on how to do that, see Create and edit user roles in Enterprise Hub.

4. Click the ServiceTitan Permissions tab. For more, see Set up Enterprise Hub role permissions.

5. Remove permissions related to AP from roles or users responsible for AR.

6. For users or roles handling AP, ensure they do not have permissions for AR tasks.        

   Tip: Create a new role that specifically focuses on AR or AP to streamline permission process.

7. Review each role and assign it to relevant users.

Remember, this workaround involves manually adjusting permissions for each user or role. It's important to regularly review permissions to ensure they align with your organization's needs.