Admin permission is required to edit a user's settings.
Some records within Method can be "Assigned to" a Method user. For example, you can assign a customer to a Method user. This customer will then show up in the Contacts Grid if the user selects the view filter "My Active Customers" (or any of the filter views that start with "My -").
Method has the ability to restrict a user from seeing records assigned to another user. This may be needed if you wish to restrict Sales Reps from seeing each other's customers and transactions, for example.
This is accomplished by changing the Access Permissions.
Navigate to Access Permissions
Click the upper-right Profile icon and then click Account Settings.
Click Users.
Select the user you wish to manage and click on their name.
On the next screen, click Access Permissions.
There are three sections. Scroll down to the last section: Records Access.
Records Access
Enabling Access all peer records on grids for a user will:
Allow the user to see all other user's records.
Grant every other user access to their records.
This will even override the permissions set for the user in other user's Peer-to-peer access.
❗ If you want to set up the platform where records are restricted, you must disable the toggle for EVERY user. Even inactive users.
All users have this toggle enabled by default, and so all users share their records with everyone.
Then, you will need to set up the peer-to-peer permissions for each user individually, as explained below.
Toggle this off to hide your records from other users, as well as hide other records you do not have permission to see. This will reveal more options.
Peer to peer access: These represent the users whose records are accessible to the selected user. Click ⊕ Add Peers to select the Method Users the current user will have access to.
NOTE: Users will always have access to records of any user who has the "Access all peer records on grids" toggle enabled.
Access empty records: Some records are not assigned to any Method User. Checking this will allow the selected user to see all records which have no user assignment.
Missing Assignments: QuickBooks Desktop has Sales reps. Some sales reps are linked to a Method User but this is optional. When this is checked, the selected user can see records assigned to sales reps that are not linked to a Method user.