Forum Discussion

tksadvise's avatar
tksadvise
Experienced User
6 years ago

USERS ACCESS READ ONLY IN ACCOUNTRIGHT

Hi , can we s-onlyet up users that can only view the reports which means read only . thanks
  • Steven_M's avatar
    Steven_M
    6 years ago

    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.

Steven_M's avatar
Steven_M
Former Staff
6 years ago

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.

  • tksadvise's avatar
    tksadvise
    Experienced User
    6 years ago

    thanks for your help.  this can be used online accout right? 

    • Steven_M's avatar
      Steven_M
      Former Staff
      6 years ago

      Hi tksadvise 

       

      The information provided is for both company files stored locally or online. In terms of making the file read-only from a company file user access point of view, it is the same process.

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