Company Administrators can assign integration permissions to specific users. The permissions allow users to have access to the integration data (ie. clients and class) and also the ability to export reports to the integration. (Please note: The Quickbooks integration will not allow users to share the ability to export into the Quickbooks Online or Quickbooks Desktop integrations. Each user must install the integration in their individual TriNet Expense acount.)
There are two ways to grant access to users:
1. From the Manage User page. Click on the employee and at the bottom of the page you will see a section called Integration Permissions. Click on the grant access to integration data permission if you want the user to be ale to access items like Customers or Classes. Click on the allow user to export to integration if you want the user to be able to export directly from their account. (Example, you set up NetSuite and want to share the integration with your bookkeeper. Both the user who setup NetSuite and the bookkeeper can export to NetSuite from their own accounts).
2. From the reports settings page (Settings > Personal Settings > Reports). Click on the View permission settings and you will be displayed all users within the company who have certain permissions to access (Can be toggled by viewing the data, exporting the data or disconnecting them from the data)
