Hi, I want to give my tax accountant read only access to my 1.5.12 ledgersmb business account. This is not separation of duties, but more like "separate" duties. My accountant needs to see everything including saved files pretty much attached to every invoice. Initially I thought this might be as simple as logging into postgresql database and executing a "grant select on database my_company_db to taxuser;". Having looked at the tables in ledgersmb (lsmb_my_company_db__user_manage being one), I suspect it isn't that straight forward. What do I need to do? -- Regards, Bill Ott Home: 919-363-0031 Cell: 919-434-7589 Email: Mailto:billott@theotts.org Website: http://www.theotts.org Profile: http://www.linkedin.com/in/wbott
Hi Bill, Yes, it's a bit more complicated than that, because that wouldn't provide your accountant with the right setup for any menus to show up.
From my reading of the list of permissions, you probably need something close to:
- ap transaction list - ar transaction list - base user - batch list - contact class * - contact read - file read - financial reports - gl reports - inventory reports - sales quotation list - sales order list - rfq list - purchase order list To be honest, I haven't tried this setup yet, so you probably want to click around and assert that the accountant has the correct access rights. You're touching on an old topic here though: we want to offer some default business roles, one of which is "read only user" (or "auditor") which is a collection of the existing application roles. If you have this use-case now, it'd be a great time to start working on this feature. Please provide any feedback you have with the above set of roles - either in the bug tracker, here or in the chat channel - so we start collecting the information we need to build it. Regards, Erik. On Fri, Dec 14, 2018 at 7:01 PM bill Ott <billott@theotts.org> wrote:
Hi, I want to give my tax accountant read only access to my 1.5.12 ledgersmb business account. This is not separation of duties, but more like "separate" duties. My accountant needs to see everything including saved files pretty much attached to every invoice.
Initially I thought this might be as simple as logging into postgresql database and executing a "grant select on database my_company_db to taxuser;".
Having looked at the tables in ledgersmb (lsmb_my_company_db__user_manage being one), I suspect it isn't that straight forward.
What do I need to do?
-- Regards, Bill Ott
Home: 919-363-0031 Cell: 919-434-7589 Email: Mailto:billott@theotts.org Website: http://www.theotts.org Profile: http://www.linkedin.com/in/wbott
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-- Bye, Erik. http://efficito.com -- Hosted accounting and ERP. Robust and Flexible. No vendor lock-in.
participants (2)
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bill Ott -
Erik Huelsmann