Actor setup in Sapera is a feature that lets you configure and control how actors (such as customers, suppliers and other business partners) relate to different organizational units. This setup ensures that actors are correctly linked to specific departments or locations within the organization, enabling more precise management of data, resources and transactions.
In actor setup, you can define the level of actor division. This can, for example, be used to separate actors across departments such as "Head office", "Aarhus", and "Copenhagen". The setting lets you determine which actors are visible and available for each organizational unit, creating a clear hierarchy and improving data management. The feature is especially useful for larger companies with multiple locations or departments, where actors need to be handled individually.
1. From Financial, go to "Setup".
2. Navigate to "Actor setup".
3. You are now on the "Actor setup" tab, where an overview of your actor setup in Sapera is visible.
To set up actors, start by navigating to Actor setup under Setup in Sapera. Here you select the organizational unit the actor should be linked to, for example "Head office", "Aarhus" or "Copenhagen" (see the image above)
Once a unit is selected, complete the setup by clicking "Finish".
If you want to create new actor division levels, you can read more here, where we guide you step by step.
Want to know more?
Read more in these related articles:
Actor division levels
This article explains how actor division levels are created and used to structure actors in Sapera
Actor library (customers and suppliers)
Search, create and edit customers and suppliers in Sapera Financial.
Actor file types
This article explains how to access and create actor file types in Sapera
