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  1. User role - Read Only access to reports only

    49 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Graeme Harvey commented  · 

    As auditors we should not be making changes to the clients records, and this will remove that ability. The read only level of access does not give access to enough reports and the ability to follow transactions.

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    Graeme Harvey commented  · 

    Provide a auditor login which has access to all reports and information like what is possible in the advisor login, but without any ability to chage any of the records like the read only access.

    Graeme Harvey supported this idea  ·