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Is it possible to make a role that can see a summa...
# beginners
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Ashlin
11/30/2022, 9:23 PM
Is it possible to make a role that can see a summary level view of all financial reports but can't drill down to transaction detail?
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AI1
12/01/2022, 12:39 AM
It might be easier to just have the income statement and balance sheet just emailed to them daily or weekly
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Ashlin
12/01/2022, 12:54 AM
I thought the same. Just wanted to make sure the client’s request wasn’t doable before I proposed my recommendations. Thank you!!
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