Junior Accountant role and access


We hired new junior accountant and we want him to have access on all transactions but with the following limits:

  • No GL report to read or view.
  • No access to see transactions posted by other users.
  • No access on any financial statement.

Would you please help me out…!!


You can restrict report access from report child table role

ِTo display just user transactions
Go to Role Permissions Manager and tick if owner checkbox for role you want to be strick, in your situation it will be employee for example or account user

Thank you very much. It helped but I need time to get used to

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You are welcome