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New user with limited access can't access preferences

timberlovers

I have set up a new employee and restricted their access to Sales, Purchases, Inventory and Cards.

They need to change their set up to show item name rather than number, but Preferences and Easy Set Up Assistant are greyed out and can't be selected.

Can anyone advise if there is another Role to select in user access that will grant access to Preferences?

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Accepted answers

Yanike_S

Hi @timberlovers

Thanks for your post. By default, only users assigned the Administrator or Accountant/Bookkeeper role can change preferences. If you want to allow your users to change preferences, you'll need to customise the default role (You can find this under Setup>>User Access>>Manage Roles>>General>>Preferences.

All comments

PAG

Hi @Yanike_S

I have followed your instructions but still cannot get the preferences to show on restricted employees. I need to select always print invoices for my restricted users. Any clues on what I'm doing wrong?

bigsafety

Oh no worries. Just found it! Thanks

timberlovers

Thanks so much Yanike, found it!

Yanike_S

Hi @timberlovers