Hi There
We are employing a new team member.
We’d like them to access to things like:
Credit Control but not bank accounts
Tagging payments on purchase and sales
Everything on the purchase side.
None of the employee wages side of things.
Is this possible?
Can you explain the best way to do it please?
Thanks
Can we choose which bank accounts they can access?
Hello @bigfootnetworks
You can limit some areas to team members buy you can not go as specific as you mention.
For example you mention “None of the employee wages side of things”.
You could not disable this as you need access to the chart of account to make postings to the accounts.
There is no harm in testing the user privileges and viewing the results until you are happy with what the new team member can see.
More information can be found in the link below
https://support.quickfile.co.uk/t/configuring-privileges-for-your-team/8896
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