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How do I add a read-only user?

Using menu security, you can create a read-only user -- a user who can view Breeze data, but can't edit data or add new records. A read-only user could be a manager, who needs to access reports and property data, or an auditor, who needs to review data and validate financial statements.

To create a read-only user

Add the user as you normally would.

Save the user.

Click the edit icon (the pencil) and the Page Access button. Go through the items and deselect any Add or Edit items.

An example is shown below.

Use this spreadsheet as a guide.

When you are done, you can save the permissions as a role and then assign it to other users as needed.

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