Auditor login sirf dekh sakta hai — kuch save karne par "Auditor account is read-only. For audits you only have permission to view data." Staff Login (punch / leave wala mobile OTP login) aur CA login ye pages nahi khol sakte; CA ko apne CA portal me "Bank reconciliation" tab read-only milta hai (upload ya link nahi). Demo account me Bank milaan ka upload / link / data hatana band hai. PIN owner Setup → Admin → Users & Policy → Action Guard me lagata hai. Page menu me hi na dikhe to Modules ya add-on wali baat hai.
Scheme A/c aur Bank milaan me kaun kya kar sakta hai?
Dekhna: har clinic login (owner, admin, doctor, receptionist, assistant, staff, auditor). "Reimbursement received", aur Bank milaan me "Upload", "Choose patient", "Ignore", "Undo": auditor ke alawa sab. Galat reimbursement ka "🗑 Void" aur Bank milaan ka "Remove all data": sirf owner / admin. Action Guard me "Record scheme reimbursement" chalu ho to PIN maangega.
Where in ORALZY: Billing → Insurance & RGHS → Scheme A/c → Scheme / Govt Account · Billing → Insurance & RGHS → Bank reconciliation → Bank milaan · Setup → Admin → Users & Policy → Action Guard
Quick steps
- Apna role Setup → Admin → Users & Policy → User Management me dekho (owner / admin)
- Reimbursement ya upload par PIN maange to owner ka diya PIN daalo
- "🗑 Void" ya "Remove all data" owner / admin login se karo