I'd like to set up a Cusomised User Access Role where the user can see the Accounts>Accounts List but not the balances of each account. Is this possible at all?
They need to be able to search transactions but not see balances.
Thanks!
Hi bronwenw,
Thank you for your contribution to our forum. My apologies for the delay in getting back to you.
I see how the ability to customize user access, preventing some users from viewing account balances, could enhance the versatility of our application. Unfortunately, this feature is not currently available. I strongly encourage you to share this suggestion on our Ideas Exchange board. This will give it more exposure to our development team.
In the meantime, if there's anything else you need help with, please don't hesitate to let us know.
Thanks,
Genreve
