Solid Dev Posted October 20, 2016 Share Posted October 20, 2016 Hi, We would like to create an administrator role for our accountant/ bookkeeper. She does not need to manage any of the hosting, support, domains etc. Has anybody ever set up an administrator role like this? There are 134 different permissions to choose from and we are wondering if anyone has a list of the ones that an accountant / bookkeeper would need. Thanks, 0 Quote Link to comment Share on other sites More sharing options...
sentq Posted October 20, 2016 Share Posted October 20, 2016 This depend on how much information you would like to give access to, it can be differ from company to other, and you have the option to extend these permissions anytime when they need it the following permission is good as start if you need to grant access to financial information: View Credit Log List Transactions View Income Totals List Invoices *Manage Invoice* View Billable Items View Reports CSV Downloads 0 Quote Link to comment Share on other sites More sharing options...
Solid Dev Posted October 21, 2016 Author Share Posted October 21, 2016 Many thanks - Very helpful! 0 Quote Link to comment Share on other sites More sharing options...
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