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Restricting Bank Report access

LC6017

Would anyone know how to restrict staff from having bank report access? Currently staff with no bank access can access all banking records via the reports system. thanks

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Accepted answers

Genreve_S

Hi @LC6017,

If you're using the desktop version of AccountRight, you can customize each user's roles to exclude parts of the reporting system. You can do this in the "Manage Roles" tab. This link might provide more information about customizing user roles.

Thanks,

Genreve

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Earl_HD

Hi @LC6017,

You're welcome, feel free to start a new post if you have further queries and one of us will be happy to assist you

Regards,
Earl

LC6017

Thanks so much. I will have another look.

Genreve_S

Hi @LC6017,

Thanks,

Genreve