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vgardner218
April 8, 2025
Question

Setting up User Permissions Access

  • April 8, 2025
  • 1 reply
  • 0 views

I need to set up a user with the permissions to run all reports and be able to print and or download the reports to Excel.  They should NOT have permissions for transaction input.  I would like to have the step by step process to get this set up.  I set them up with View-Only but they were not able to print or get the reports downloaded to Excel.

1 reply

R
rvrfrf
April 8, 2025

Thanks for reaching out to the Community, vgardner218.

 

You can consider creating a new custom role for this.

 

Here's how:
 

  1. In your top menu bar, go to Company, then Users.
  2. Click Set Up Users and Roles.
  3. Enter the admin password and hit OK.
  4. Access your Role List tab, then press New.
  5. Assign a name and description.
  6. From the Area and Activities section, choose an area of your accounts. Review each one and pick None, Full, or Partial to set the role's permissions.
  7. Once your permissions are set for each area, select OK.

 

You can review our Create & manage users/roles article for more information.

 

I've also included a detailed resource about working with user permissions which may come in handy moving forward: Create data level permissions

 

Please don't hesitate to send a reply if there's any additional questions. Have a great Tuesday!

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