Forum Discussion

LC6017's avatar
4 days ago
Solved

Restricting Bank Report access

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
  • Genreve_S's avatar
    3 days ago

    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