Keep custom role settings
I spent over an hour on live chat today to find out that custom roles and access set up in the desktop version don't carry over to the browser version, even though they appear on the list of options after clicking on the user's name. So there's no way to give partial access to parts of sales or purchases, or any other area. It's all or nothing. And if someone needs partial access to the file, then you basically have to set them up twice. Once in the desktop software and again in the browser. I couldn't find any documentation anywhere to say this, and the live chat person couldn't tell me where to find it either.3Views0likes0CommentsUser Access: Adjust default user roles
The ability to distinguish what privileges are given to an employee within each category need to be more detailled like they were in the older versions. You may want to give someone access to sales to do invoicing only, but not want them to view any reports or be able to create credit notes. You may want to give limited access in banking, eg spend and receive money transactions or prepare bank deposit but keep them out of reconciliations. At the moment the user choice is all or nothing. 'Users - Security Settings, Access and Privileges"37KViews76likes57Comments