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Controlling who can access your company files and what degree of access they have is vital to keeping your data secure.

As employees leave or change their roles within your business, their access to your data will also need to be changed or removed.

Learn how to:

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Learn about roles

Roles are used to control access to windows and functions in AccountRight. There are default roles that you can assign to your users, or you can create your own.

Learn about:

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<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>
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titleWhy can't I select the "Read Only" or "Inactive User" options?

The Read Only and Inactive User options won't be selectable if a user has been set up with the Administrator role. To allow these options to be selectable:

  1. Click to select the user from the list of Company file users.
  2. Deselect the Administrator role.
  3. Select any other role.
  4. Click Save. The Read Only and Inactive User options are now selectable.
  5. Select the Administrator role and deselect the other role you chose at step 3.
  6. Select the Read Only and/or the Inactive User option (as needed).
  7. Click Save.
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titleHow do I delete a user?

Users can be deleted if they:

  • have not recorded any transactions in the company file, and
  • are not assigned the Administrator role.

To delete a user:

  1. Go to the Setup menu and choose User Access.
  2. Click the user to be deleted then click the recycle bin icon.
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  3. Click Yes to confirm.

Note that the company file's original Administrator user cannot be deleted.

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titleRelated topics
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Managing users and company files

Add a user

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