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alfred5
Level 1

How do you limit user access to Rostering only?

 
Solved
Best answer February 20, 2020

Best Answers
alfred5
Level 1

How do you limit user access to Rostering only?

Think we have it figured out.  Just need to set user access under Employee - Payroll Settings and not under Company/Admin user option.  That way they can work on Rosters and not have access to the accounting side.

 

Cheers

View solution in original post

4 Comments 4
Kristian_S
QuickBooks Team

How do you limit user access to Rostering only?

Hi alfred5,

 

What kind of KeyPay subscription are you using? 

 

Rostering is only available for the Plus subscription which is not included with the normal Quickbooks subscription (this is the standard).

 

Let us know whenever you get a chance.

 

Kristian.

alfred5
Level 1

How do you limit user access to Rostering only?

Think we have it figured out.  Just need to set user access under Employee - Payroll Settings and not under Company/Admin user option.  That way they can work on Rosters and not have access to the accounting side.

 

Cheers

Dandee
Level 1

How do you limit user access to Rostering only?

Hi, I have a similar question.  Have just provided user access to employees for rostering but my staff member can access all employee info.  Can she just be limited to the roster only?

IntuitAika
Intuit

How do you limit user access to Rostering only?

Hi Dandee,

 

I'd be glad to share with you some information about rostering access only.

 

There are two user types you can add for payroll: Full access and Restricted access. 

 

For full access user, they have access to full areas and functions of payroll including accessing all employees information.

 

You might want to add or change the user access to restricted. You can give this user access to certain areas of the payroll file and then set the permissions within each of these areas. 

 

If a user is already added in payroll, you can change their access rights by following these steps: 

  1. Go to Employees tab and select Payroll Settings.
  2. Select Manage Users.
  3. Click on the pencil icon located on the employee's name.
  4. Select Restricted
  5. On Locations tab, select Criteria
  6. Select the specific areas the restricted user will have access to for the employees included in their group or location.
  7. On Employee column, you can select No access to employee details
  8. Select Save

Also, I would like to share these articles which might help you with setting up a restricted user for your future reference: 

 

How to manage users in QuickBooks Payroll

 

Let me know if you have an additional concern about managing your user's access. I'd be glad to help!