Is it possible to make a role that can see a summa...
# beginners
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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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It might be easier to just have the income statement and balance sheet just emailed to them daily or weekly
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I thought the same. Just wanted to make sure the client’s request wasn’t doable before I proposed my recommendations. Thank you!!