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admin390
Level 1

How do I give a team member full access to Customers & Leads in QBO, including view/add/edit, without granting full company admin rights?

Specifically, the new "Reviews" section

1 Comment 1
EduardA
QuickBooks Team

How do I give a team member full access to Customers & Leads in QBO, including view/add/edit, without granting full company admin rights?

You can add your team member for a Standard all access. @admin390.

 

A team member assigned to this role will have full access without admin privileges, plus access to Payroll. To learn more about this access and its capabilities, refer to this article: User roles and access rights.

 

Here's how to add your team member for this access:

 

  1. Go to the Gear icon, then select Manage users.
  2. Click on Add user.
  3. Fill out the boxes with your team member's info.
  4. Choose Standard all access from the Assign roles dropdown.
  5. Hit Send invite.

 

Once done, your team member will need to accept the invite sent to their email.

 

If you wish to add a new role or customize existing roles, follow the steps in this resource: Add and manage users in QuickBooks Online.

 

Feel free to leave a comment below if you have any other questions.

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