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Level 1

Can you restrict a users access to certain accounts within the chart of accounts? I want a user to be able to enter cash txns but not view or enter checking txns.

 
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Level 9

Can you restrict a users access to certain accounts within the chart of accounts? I want a user to be able to enter cash txns but not view or enter checking txns.

No.

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Moderator

Can you restrict a users access to certain accounts within the chart of accounts? I want a user to be able to enter cash txns but not view or enter checking txns.

There's a way to restrict a user from accessing your register, pankratztrucking.

 

The Standard user type can permit limit access but can't view your bank accounts. Please check out this article for details: Get To Know User Types and Permissions

1.PNG  To set up a new Standard User, please follow these steps:

  1. Click on the Gear icon.
  2. Select Manage Users and click on New.
  3. Choose Standard User and click on Next.
  4. Select Limited and check the Customers and Vendors boxes. 
  5. Click on Next.
  6. Select the user settings and click on Next
  7. Enter the name and email add.
  8. Click on Save.

Refer to this article for the steps: How To Add, Delete, or Change a User's Access

 

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