User Roles: Workpapers - Ability to give 'read only' access
We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.
We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.
The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).
18
votes
Mike Hartley
shared this idea
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Nicole Stafford
commented
Agreed - yes please there is no current work-around. We also have staff that need to view workpaper files that are not part of our prep and review team,