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Kai-Wen TIen
Level 1

How can I restrict some users access to employee centre in QB premier

Hi,

Is it possible to restrict user access to employee centre in QB premier?

There are a lot of employee personal information in it so we don't want anyone other than payroll accountants to access these information.

 

Thanks!

 

Kai-Wen

5 Comments 5
AddieC
QuickBooks Team

How can I restrict some users access to employee centre in QB premier

Hi there,

 

Restricting user access is all about keeping your personal information private. QuickBooks is designed with your security in mind, and it's essential for you to be able to have control over what users can see and access. Restricting access to areas such as the employee centre is simple. I'd be happy to explain how to do this.

Follow these steps to set up user restrictions:

  1. Go to the Company menu, then select Set Up Users and Password and then Set up Users.
  2. Select Add User or Edit User.
  3. Fill out the User NamePassword, and Confirm Password fields, then select Next.
  4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
    • If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting No AccessFull Access, or Selective Access.
  5. When done, select Finish.

The option to limit access to the employee centre will be displayed when you choose "Selected areas of QuickBooks". 

 

Here's an article you can use for your reference moving forward: QuickBooks Desktop Users and Restrictions

 

I hope this helps get you back on track. If you have any other questions, please don't hesitate to reach out to our tech support team.

 

Cheers. 

Kai-Wen TIen
Level 1

How can I restrict some users access to employee centre in QB premier

Hi,

 

I tried the user setting. Let me explain it in more detail...

I set up a user who has "no access" to payroll options.

Although he cannot edit/view payroll transactions and the reports, he "can" view the employee personal information (phone/address/...etc) when he gets into "employee centre".

 

Does anything wrong for our QB premier?

AddieC
QuickBooks Team

How can I restrict some users access to employee centre in QB premier

Hi power751124. Thanks for following up. When you're in the Role Access (areas and activities) window, you should see an option for Centres. Click to expand that section, and you should see the Employee Centre there. If you don't want the user to be able to see phone numbers, addresses, etc. then you'll need to set that to no access.

 

If you have further questions or need any additional help setting this up, I'd encourage you to reach out to our tech support team. An agent can walk you through the process and share your screen to help get you back on track.

Cheers.

Kai-Wen TIen
Level 1

How can I restrict some users access to employee centre in QB premier

Hi,

 

I tried to find what you said: employee centre option in "Role Access" but I cannot find it...

Is it because we are using non-profit organization version?

 

Best,

 

Kai-Wen 

 

 

AddieC
QuickBooks Team

How can I restrict some users access to employee centre in QB premier

Hi Kai-Wen. I'll attach a screenshot below of where I'm seeing the option to remove access to the Employee Centre. If you're seeing something different on your end, please contact our support team so an agent can do a remote screen-share with you. I want to make sure this gets resolved for you as soon as possible so you can get back to work. 

 

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