ClearCheckbook Support Forums

ClearCheckbook Support Forums

Search the Forums

Enter a word or phrase (eg: what is jive?)

New Feature - Permissions for Additional Users

Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: Dec 31, 2015
Brandon   |   Posted: Dec 31, 2015
We've updated the Additional Users feature for Premium members. The new update will allow you to set various permissions for each additional user you create.

The permissions you can control are:
* Managing accounts (restrict ability to add/edit/delete)
* Managing categories (restrict ability to add/edit/delete)
* Managing settings (restrict access to anything in the Settings section)
* Managing budgets (restrict ability to add/edit/delete)
* Managing reminders (restrict ability to add/edit/delete)
* Managing transactions (restrict ability to add/edit/delete)
* Restrict user to only view certain accounts

You can edit the permissions for your existing additional users by clicking on Settings at the top right side of the page and then click on Additional Users for this Account. Click on the blue pencil button next to your users to adjust their settings (by default, they retain full access).
HearingHelp
Member since:
August 2014
Posted: Jan 15, 2016
HearingHelp   |   Posted: Jan 15, 2016
HUGE issue here. I set up a user so they can not manage anything and only view a certain account. HOWEVER, from the dashboard screen showing the transactions, they can jive and edit!
Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: Jan 20, 2016
Brandon   |   Posted: Jan 20, 2016
This bug has been fixed.
PHishHead
Member since:
June 2009
Premium Member
Posted: Jan 20, 2016
PHishHead   |   Posted: Jan 20, 2016
Awesome new feature. Thanks for continuing to make my financial life so easy & accessible at basically any time on the boogie fly!

Contact ClearCheckbook

If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.

Your message has been sent.

Thank you for reaching out to us. We work hard to respond as quickly as possible to our emails. You'll receive a response soon.