Forum Discussion

CarolineG's avatar
CarolineG
Trusted Cover User
2 years ago

Change User Access to stop unlocking period.

Is there  a way a users access can be changed so they are unable to deslect "lock period" in Security settings for accounting purposes?

  • Hi CarolineG 

     

    The Preferences window can be set up to have Read & Write access, Read Only access or No access for users. It is in how you set up the function of that role.

     

    If you are needing to review a role and their access to that Preferences window do complete the following process:

    1. Log into the company file as an Administrator user
    2. Navigate to Setup>>User Access 
    3. Select Manage Roles
    4. Highlight the desired role (left-hand side)
    5. Select General
      • If the Preferences option is not ticked, users with that role wouldn't have access to the Preferences window
      • If the Preference option was ticked and Read only enabled they would have read-only access
      • If the Preference option was ticked and Read & Write enabled they would have full access
    6. When reviewed, select Save

    Using the above process you can edit the access to the Preference window for a user role.

     

    Help Article: Set up roles has more information on user roles and how you can edit the role to restrict access to functions and features.

  • Hi CarolineG 

     

    The Preferences window can be set up to have Read & Write access, Read Only access or No access for users. It is in how you set up the function of that role.

     

    If you are needing to review a role and their access to that Preferences window do complete the following process:

    1. Log into the company file as an Administrator user
    2. Navigate to Setup>>User Access 
    3. Select Manage Roles
    4. Highlight the desired role (left-hand side)
    5. Select General
      • If the Preferences option is not ticked, users with that role wouldn't have access to the Preferences window
      • If the Preference option was ticked and Read only enabled they would have read-only access
      • If the Preference option was ticked and Read & Write enabled they would have full access
    6. When reviewed, select Save

    Using the above process you can edit the access to the Preference window for a user role.

     

    Help Article: Set up roles has more information on user roles and how you can edit the role to restrict access to functions and features.