Thanks for reaching out to the Community, vgardner218.
You can consider creating a new custom role for this.
Here's how:
- In your top menu bar, go to Company, then Users.
- Click Set Up Users and Roles.
- Enter the admin password and hit OK.
- Access your Role List tab, then press New.
- Assign a name and description.
- From the Area and Activities section, choose an area of your accounts. Review each one and pick None, Full, or Partial to set the role's permissions.
- Once your permissions are set for each area, select OK.
You can review our Create & manage users/roles article for more information.
I've also included a detailed resource about working with user permissions which may come in handy moving forward: Create data level permissions
Please don't hesitate to send a reply if there's any additional questions. Have a great Tuesday!
