MValpreda
Level 1
12-07-2019
11:44 AM
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Is there a way to prevent users from deleting records in Lacerte? Working on the second time that someone has deleted a record and no one knows who/how/etc. Want to see if there is a way to restrict permissions so only certain logins can delete records.
Thanks for any thoughts.
Solved! Go to Solution.
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itonewbie
Level 15
12-07-2019
11:44 AM
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Take a look at Master Options and Trustee Rights: https://accountants-community.intuit.com/articles/1861126-adjusting-user-options-in-lacerte
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MValpreda
Level 1
12-07-2019
11:44 AM
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Thanks for that. I see this
Client Maintenance Backup, restore, delete, rename, and copy for any client file.
Hoping that is the role I am looking for. Certainly sounds like it!
Client Maintenance Backup, restore, delete, rename, and copy for any client file.
Hoping that is the role I am looking for. Certainly sounds like it!
itonewbie
Level 15
12-07-2019
11:44 AM
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NP, @MValpreda!
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Still an AllStar
Still an AllStar