User Permissions - Update for Standard Users
Standard user to be able to run and publish reports. Standard user to be able to prepare BAS but not submit (current set up), able to lock period but not modify locked period.
Dina Hartono
shared this idea
Thanks for sharing this Idea with us, there is a lot of interest in this area. We are moving this to Gaining Support so you can share wiht friends and colleagues so they can vote and comment!
This is really helpful for the Product team who are able to gauge the community interest. Any updates to this will be posted here.
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Dina Hartono
commented
Currently bookkeeper has to be set in Advisor similar to the senior accountant due to inability to publish reports. Often transactions went through to the locked period when advisor had to open the locked period during business hours.
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Niki Stokes
commented
I would like the ability to deselect Bank Accounts & Balances from the Standard user settings. This currently is defaulted to reconcile & edit statement lines, which means some users who need standard user access for other sections are able to see the bank feeds on their home page. If I down grade them to Invoice Only, they then cannot access the full functions needed for their role. Would also like Edit Settings to be optional on Standard User.