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Hello
How can I adjust a users permission to not access income statements or other financial statements, if they are not in the accounting department (or are not privy to this information)?
Hi,
here's the link to the video which explains how to create user groups and permission sets, www.youtube.com/watch It should help you with all the information you need
Hi, you can use the Permission Exclusion feature.More details: https://yzhums.com/30562/
PS: In the latest version, User Group will be replaced by Azure Active Directory security groups.
https://yzhums.com/35161/
Hope this helps.
Thanks.
ZHU
Hi Amanda,
You can exclude the G/L entry table from permission sets, by doing this user don't have rights to view the chart of accounts and it's related report.
Please check this, I believe this will be helpful to you.
Thank you
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