USERS ACCESS READ ONLY IN ACCOUNTRIGHT
Hi , can we s-onlyet up users that can only view the reports which means read only . thanks
Hi tksadvise
A read-only user can be set up in AccountRight by going to Setup>>User Access>>Selecting their user ID (on the left-hand) and tick the option Read Only (right-hand side).
Read Only greyed out? You are not able to make a user with an Administrator role read only. If this is occurring untick Administrator, select another user role i.e. Accountant/Bookeeper before selecting Save then you would be able to make that user read only.
It should be noted that the company file role determines what features and access a user does have to a company file. If you are needing to review the features of a user role select the Manage Roles tab (top left). More information on roles can be found on Help Article: Set up roles
Let us know how you get on and if you require further assistance.