Reporting - Restrict user access to the Edit Layout button in financial statements
We have spent a significant amount of time creating our financial statement templates using the report codes to ensure consistency and quality. Using Edit Layout can cause significant issues, including notes not matching the numbers in the balance sheet. As a result, we require the ability to remove access to the Edit Layout function for selected users.
This is a significant quality and risk issue.
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Harshad Pohankar
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We need to have the ability to restrict access to certain custom reports for users. Not all accounts staff need access to custom created financial statements. How can this be achieved?