Granting Access to Finance for KSR

This guide outlines the steps necessary to grant access to finance for running KSR, specifically focusing on ensuring that individuals have the appropriate driver license access. Follow these instructions carefully to facilitate a smooth approval process.

Step 1: Verify Role and Access

Before proceeding, confirm that the individual needing access has been assigned the correct role within the system. This is crucial as only those with appropriate roles can request access.

Step 2: Check KSR Tab Status

The next step is to check if their KSR tab is red and unlocked:

• KSR Tab Color: The tab should be red, indicating it requires attention.
• Status: Ensure that it is unlocked on the right-hand side of your interface.

If KSR Tab Is Red and Unlocked

If both conditions are met (the tab is red and unlocked), proceed by clicking on this tab. This action will lead you toward submitting a formal request for finance access.

Step 3: Submit Request

Once you have accessed the KSR tab, follow these steps:

1. Select "Submit Request" from the available options within the tab.
2. You may need to provide additional information or justification based on store policies—ensure all required fields are completed accurately.

Acknowledgment of Submission

Your submission will be sent directly to one of the store's admins for review. It’s important that they understand what role you're requesting in relation to accessing finances through KSR.

Step 4: Admin Approval Process

The admin team plays a vital role in approving requests submitted by users. Here’s how they can assist:

• Acknowledge Requests Promptly: Admins should regularly monitor incoming requests and respond accordingly.
• User Communication:: Keep users informed about their request status throughout this process.

Know Your Admins!

Please ensure that individuals seeking approval know which admins are available at