I’ll introduce how to configure function restrictions to use Smaregi’s “Transaction History CSV Download” function.

Background: Want to Download Transaction History CSV for Daily Tasks

For daily tasks, I configured permission management settings solely for downloading transaction history CSV.

Function Restriction: [4 Transaction History Function All]

From https://www1.smaregi.jp/control/master/staff/roleDetail.html?roleId=yourid,

By setting 4 Transaction History Function All, you can use the “CSV Download” function.

That’s all from the Gemba about wanting to utilize Smaregi while maintaining appropriate permission management.

Reference Information

• 取引履歴CSVダウンロード項目 – スマレジ・ヘルプ