Change your team's admin access

Learn how to change user permissions for firm info and client companies.

Accountants can manage team members’ access to their clients using roles based access. Manage and customize employee access to the firm’s books with more permissions to decrease the risk of viewing sensitive info. Also restrict actions to specific employees within the firm.

Or, if you need to add, edit, or remove team members, learn how to manage users of your firm.

Here's how to change permissions so each team member has the access they need for their role.

• Change your team's access to firm info
• Change your team's access to clients' books
• Assign multiple team members to one client
• Assign a lead accountant to a client
• About predefined roles for clients

Change your team's access to firm info

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to Firm hub , select Manage users, then select Users (Take me there).
   Note: If you are using the old experience, select Team.
3. Find the team member and select Edit from the Action column.
4. From the Roles section, select the dropdown ▼ to select a default or custom role.
5. (Optional) To grant or deny more granular access to firm features,
   1. Select View all permissions.
   2. Under Add additional permissions, select a permission category to expand it, then select or uncheck a permission, as needed.
6. When you’re done, select Save changes.

See more info about user roles and access in QuickBooks Online and custom firm roles in QuickBooks Online Accountant.

Change your team's access to client's books

You can assign specific roles to any team members and limit what they can do in the client's books.

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to Firm hub , select Manage users, then select Users (Take me there).
   Note: If you are using the old experience, select Team.
3. Find the team member and select Edit from the Action column.
4. To select clients, which a user can access,
   1. From the Access to your clients' QuickBooks section, select Edit from the Action column.
      Note: If a role has not been assigned to the client, select Assign access from the Action column.
   2. Select the desired role from the ▼ dropdown and select Save.
   3. Select or uncheck the checkboxes next to client names.
      Note: Not all roles are available across clients. Learn more about client access roles.
5. Select Done.

You can also select multiple clients and assign access if you know the team member will need the same role permissions for each.

This gives them full admin access to manage the client's QuickBooks accounting data. If your team member needs more access, here's how to transfer the primary admin role.

Assign multiple team members to one client

Here's how to change access for multiple team members at once:

1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
2. Go to Clients and select Client list (Take me there).
   Note: If you are using the old experience, select Clients.
3. Find the team member and select Edit client from the Actions column.
4. From the Team access section, select Show all team members ▼ dropdown.
5. Select the checkboxes next to the team members who need access.
6. Select Save.

Assign a lead accountant to a client

Lead accountants are the primary contact for their clients. Here's how to assign or change lead accountants.

About predefined roles for clients

You can assign team members any role to access any given client's books, regardless of their QuickBooks Online subscription or additional QuickBooks attach offerings they may have (For example, QuickBooks Payroll).

Any permissions a role grants a team member beyond what the client's subscriptions includes will have no affect. For example, if your client is subscribed to QuickBooks Ledger, with no other QuickBooks products, and you assign a team member the Bill Payer role for this client, the role won't give the team member any access to the client, as the role has no overlap with QuickBooks Ledger.

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