Search results by user ID 6190

Re: Restricting access

fredd — Fri, 15 Nov 2013 20:53:50 GMT

That helps a lot... I will try it.

Thanks, Naeem, for the quick response.

Re: Restricting access

fredd — Fri, 15 Nov 2013 20:01:58 GMT

Hi Naeem,

Thanks for the quick reply.

Actually, the G/L accounts do show up on Method. In fact, not just the accounts, but the balances in each account, which really is none of the CRM user's business in most cases:

To demonstrate:

1. Log into Method.

2. Top right corner - next to "Recent" click the dropdown (defaults to "CRM")

3. Select "QuickBooks"

4. On display, click the tab [QuickBooks]

Thats the G/L, and it's exposing a lot of very confidential information.

How do I prevent that?

Thanks

Fred

Restricting access

fredd — Fri, 15 Nov 2013 17:24:24 GMT

Hi,

How do I prevent a Method CRM user from viewing the G/L accounts in QuickBooks? Also, I only want certain customers to be synced from Method into QB, based on specific Method users. How do I do that.

TIA

Fred