UPDATE: I also updated the Standard User to only "View" users; not edit. So the sales managers can only view the users; they can't go in and change their access...
Perseverance....I decided to try one more thing. I gave the Standard User access to customers AND vendors, plus I answered yes to edit company information and a...
I also looked into the custom roles link that you kindly shared. Although, it sounds like an easy role to have available, I cannot seem to find options that let...
Thank you for the reply. We have two sales managers that I feel don't need to have access to payroll and banking. So, what you're telling me, is that's not an o...
I was able to create a second estimate template under the ADMIN account. But my salesmen (Standard QB user) are unable to select which estimate template to use....
