Bill McKinney
Level 1

How to create a user role that allows read/view only access to all data and options (e.g., chart of accounts)?

Predefined roles offer narrow scope with read/write permissions... I'm looking to create a role that has broad scope with read only permissions.  Reports Only Role doesn't give access to many of the options my board would like to have access to... to view data.

 

This has been complicated by the fact that current basic standard reports are unavailable in QBO Advanced:  Balance Sheet, P&L Summary, P&L Detail.  Anyone know how to create these as custom reports while I wait on QB Support to fix their issue?

 

Thanks

 

Bill McKinney