User access

Question

We have  three users of our hosted account.  One of the users is not a manager but needs full access to the records including Invoices and Estimates. However! He does not need access to any of the employee information or billing info.  Is there any way I can limit his accessibility and viewing? He is currently  listed as an administator. Will changing the status to User fix this?

Acctd4 · Answer

Great to hear @Lyn_10072495 ! 👏🏻👌🏻😊

Lyn_10072495 · Answer

Thank you Shaz. Thats very helpful and will do exactly as  I needed. I had no idea this was a facility avaialbe to me!

Acctd4 · Answer

@Lyn_10072495 The status in the Hosted platform is specific to your licence only eg the ability to add/remove (paid) licences & share your company files.

The access you need to edit - & the one which Eric is referring to - is his created User login to your company file itself.

The “Admin” user can add/remove/edit any of these extensively within the company file, via the Company dropdown menu > Users > Set up Users and Roles 😁