Good morning, @Robin_K.
It's great to see you back in the Community!
If you review the best two options below for your request:
- You can select a standard role like View Reports for those staff members. They'll be able to see all reports, except reports that show payroll or contact info. They can create custom reports and add report groups, but can't view the actual transactions.
- If you're using QBO Advanced, you can use custom roles to let you assign detailed permissions to different standard reports in QBO like: Which group of reports a user can access, specific reports a user can access, actions users can perform with report like view only or customize.
Please look over both guides for both actions below:
Let us know if you have any other questions moving forward. We're always here to help. Have a great day!
