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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

1.PNG To set up a new Standard User, please follow these steps:

  1. Click on the Gear icon.
  2. Select Manage Users and click on New.
  3. Choose Standard User and click on Next.
  4. Select Limited and check the Customers and Vendors boxes. 
  5. Click on Next.
  6. Select the user settings and click on Next
  7. Enter the name and email add.
  8. 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.