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Prevent users from deleting records?

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Level 1

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.

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Level 15

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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Still an AllStar

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Level 15

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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Still an AllStar

View solution in original post

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Level 1
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!
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Level 15
NP, @MValpreda!
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Still an AllStar
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