Two people signed in to the same FactorCloud account can see different menus. If a colleague refers to a screen you do not have, or an article describes one you cannot find, it is one of two things.
1. Your role does not include it
Most menu items require a specific permission on your user role. An administrator can check this under Settings › Factor Users › Roles & Permissions.
2. The feature is switched off for your factor
Several modules are optional and switched on per factor under Settings › System Config › Optional Features. If the feature is off, the menu item does not appear for anyone, no matter their role.
What each menu item needs
| Menu item | Needs a permission | Needs a feature switched on |
|---|---|---|
| Dashboard | No – always visible | No |
| Companies | Read clients or debtors | No |
| Terms | Read terms | No |
| Documents | Access documents | Yes – Brightbolt integration |
| Invoices | Read invoices | No |
| Fuel Advances | Read fuel advances | Yes |
| Over Advances | Read over advances | Yes |
| Funding | Read disbursements | No |
| Payments | Read payments | No |
| Chargebacks | No – always visible | No |
| Write Offs | Create write offs | Yes |
| Ledgers | Read ledgers | No |
| Accounting | Reporting access | No |
| Collections | No – always visible | No |
| Credit Request | Read clients and debtors | Yes – credit check |
| Reports | Reporting access | Yes |
| Reserve Releases | Read reserve releases | Yes |
What to do
- Ask an administrator to check your role under Settings › Factor Users › Roles & Permissions.
- If the permission is already on, ask them to check Settings › System Config › Optional Features for the module.
- If the feature is off and you need it, contact helpdesk@factorcloud.com.
Note that the menu scrolls. If your window is short, items lower down sit behind the More arrow at the bottom of the menu.