User Permission on QB Desktop

catheoch · ‎March 13, 2019

I am having a really hard time with this.

I have created a user to whom I want to give full access EXCEPT deleting transactions.

When I do this, the user cannot ATTACH files!!!

There is only the option " Allow users to have the ability to change or delete transactions"

I don't want them to be able to change or delete BUT i DO want them to be able to ATTACH files to invoices they create!!!!

This is completely beyond my undestanding - don't people want to be able to allow others (employees) to create invoices/bills etc and ATTACH the invoices/bills themselves but have control in that it will not allow those persons to DELETE transactions???

Please help

TaliaI · ‎March 13, 2019

Hello catheoch,

As the process of attaching files is changing the transaction, there is unfortunately no way for you to have this option turned on and also allow them to attach.

I appreciate that this is not ideal, and so please find attached a link to our feedback site, this will allow you to suggest this as an option and our developers will look into implementing it.

Thanks,

Talia

catheoch · ‎March 18, 2019

Thank you for your reply... much appreciated

I will leave appropriate feedback. Hopefully they can figure out how this can be done as it seems like more of a necessity rather than something the would be good to have.

Thanks Again,

Sincerely

JamesC · ‎March 18, 2019

Hi Catheoch,

Thanks for your response, i am not sure if Talia's link posted correctly - just click on the Help option from within your desktop product, and there are a number of feedback options in the Menu.

If you have any other suggestions, ideas or feedback to send us, please do use the feedback options as much as possible - we value the customer feedback we can get so please don't be shy :)

Have a great week

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User Permission on QB Desktop