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Level 1

Summary to clean up User Role Permissions

We want to clean up our User Roles.  I'm looking for a way to get a summary of what permission each role has in one excel document without manually populating it through the Role List > View  Permissions for each individual role and category. How would I get this?

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QuickBooks Team

Re: Summary to clean up User Role Permissions

Hello,

 

Welcome to the QuickBooks community. I'll be happy to help with your permissions. QuickBooks Desktop is a solid platform where you can manage your users efficiently. If you wish to get a summary of the permissions, follow these steps:

  1. Select User List
  2. Select View Permissions
  3. Check off all the users you want to view the roles for
  4. Select Display
  5. Select Print

To know more about how to create and modify roles in QuickBooks Enterprise, check this community article.

 

Let me know if you have any other questions.