I’d like to be able to create certain restrictions on some account users. For example, a regular sales representative in my organization shouldn’t have access to my bank account’s balance. They should only have access to the A/R of the accounts they manage.
Is there any thoughts on implementing something like this? Can something like this be done?
Hey @neilLasrado , thanks for replying. Unfortunately, the link didn’t help much. For starters, I don’t have much technical experience with coding and in addition, I don’t think it referred to the type of restrictions I was looking for.