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December 10, 2018
02:08 AM
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Account management
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.
To set up a new Standard User, please follow these steps:
- Click on the Gear icon.
- Select Manage Users and click on New.
- Choose Standard User and click on Next.
- Select Limited and check the Customers and Vendors boxes.
- Click on Next.
- Select the user settings and click on Next.
- Enter the name and email add.
- Click on Save.
Refer to this article for the steps: How To Add, Delete, or Change a User's Access.
Let us know if you have more questions.