**These steps are just a suggestion if you want your Accountant or Bookkeeper to only see reports. You can always give them more access later if needed.**
To get started, go to Settings ⚙️ > Users > Roles
Select the + Add button
We recommend setting the Road permissions to inactive
Set Office login to Active
The following permissions are recommended for Reporting only access -
FULL access to:
*USER
*RESET PASSWORD
*REPORTS
*GLOBAL SEARCH (View is full access)
Those permissions will grant them access that will look like this:
To grant access to view customer & invoice details, we recommend enabling the following permissions -
VIEW access -
*SERVICE
*CUSTOMER MANAGER
