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  1. User role - Read Only access to reports only

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    submitted  ·  7 comments  ·  Users & setup » User permissions  ·  Admin →
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    Christelle Veerasamy supported this idea  · 
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    Christelle Veerasamy commented  · 

    We have a few budget holders who needs to review their budget weekly.

    However, we do not want budgetholder to be able to view bank transactions.

    Is there a way where we can give view only access to budgetholders without being able to see the bank transactions etc. Is there a way a custom report can be assigned to certain budgetholders without access all the report.