Moderator

Employees and payroll

Thanks for clarifying the access rights you want to give to your junior associates, bacmac15.

 

We can grant him a Limited access for Customers only. Let me show you how to do it:

 

1. Click the Gear icon in the upper-right corner and select Manage Users.

2. Go to the Users tab and click the Add user button. You can click Edit if your junior associate is already a user.

3. Select Standard user as the user type.

4. Click Next and select Limited Customers.

5. Click Next and  set the user settings.

6. Click Next and enter the user's information.

7. Click Save.

 

You can also use ths article for reference: User Management - Add, Delete, or Change a User's Access.

 

I'll be around if you need anything else.