Users Access

@keyrllosesam158 

Have you assigned Company Specific User Roles to the new user?

yes

Hello @keyrllosesam158 ,

Look for Branch Roles in Users screen, like this example.  Sam refers to Branch (or Company) roles like shown below highlighted yellow. He is not referring to roles like “Company System Administrator”.

If you don’t know which roles are Branch/Company Roles, search users screen for the names of your companies/branches, or look on Details tab of Company and Branches screens:

Laura

The other piece might be row level security.  If the users is seeing some types of transactions but not others there may be restrictions on things like customers, vendors, GL accounts, etc.  But start with Laura’s suggestion above.  In my experience, way more companies use the Branch/Company access roles than the Row Level security option.

Laura02 wrote:

Hello @keyrllosesam158 ,

Look for Branch Roles in Users screen, like this example.  Sam refers to Branch (or Company) roles like shown below highlighted yellow. He is not referring to roles like “Company System Administrator”.

If you don’t know which roles are Branch/Company Roles, search users screen for the names of your companies/branches, or look on Details tab of Company and Branches screens:

Laura

the company without branches

Hello,

If the company has no branches, the Access Role (if used) will be found here:

What other Roles has the User been given? Please show the Users screen with Roles tab. For comparison, please show us the same User Screen with Roles details for a User who CAN see transactions.

Is the site customized?  If yes, please temporarily unpublish all customizations and then sign in as the new User and let us know the results. Thank you.

Laura

i am give him access administrator and he can not see any previous transaction for any screen