User Permissions - Detail and Summary Categories

You may give users access to edit a category, or to see just the category total, and none of the detail.

There are 3 levels of restricted access to the chart of accounts:

  • Full Access to a category/account - the user can see all the detail and edit the category. (Check the box next to the category in the Accessible Detail Categories menu)
  • Summary Access - user can see the total for the account, but cannot see any sub category details or make any edits. (Check the box next to the category in the Accessible Summary Only Categories menu)
  • No Access - user can't see the category at all, it won't appear in their Data Sheet view or Dashboards, and their Dashboard totals will not include that detail. (Don't check the box in either menu)