Can i give users access to create and report for sales and purchases but not other sensitive areas
Tom Cameron Member Posts: 2
edited August 2018 in Reckon Accounts (Desktop)
I would like some users to create reports and transactions in suppliers and purchases but not give them access to other sensitive reports such as P&L. Can this be done and how
Luke Moderator, Reckon Staff Posts: 222 ModeratorHi Tom,
Welcome to the Reckon Community!
This feature is available but only in our highest edition - Reckon Accounts Enterprise. Do you have this edition? If so, it's just a matter of creating a custom role.
Tom Cameron Member Posts: 2Thanks for the reply. We don't have this version
You can do this with Reckon Accounts Premier.
Donna Member Posts: 1Hi Tom, I have Reckon Accounts Premier - if it's just the P&L and Balance sheet (Company & Financial Reports) that you want to restrict the users access to then try this: In User List, Edit User, check Selected areas of Reckon Accounts, check Full Access in each area except the last one Sensitive Financial Reporting - check No Access. This will allow the user to enter bills, create invoices, do payroll and print out the necessary reports like A/P summary, Payroll summary etc. but not P&L and Balance Sheet.
Hope this helps.
You might even be able to have some limits on users on other versions, just go through the user settings to see what you can do there.
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