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Nicki12
Level 1

Access rights for customised invoice templates

Is there a way to give a user with Standard limited customers and suppliers access the rights to create customised invoice templates? And if not, why not? Generally a user that is logged in with the specific role of working with invoices would be involved in raising invoices, and as part of that may need to create templates.

 

Giving full access isn't an option as this is for a person doing a specific role in the company and the client would not want full access to be given.

1 REPLY 1
GeorgiaC
QuickBooks Team

Access rights for customised invoice templates

Hi Nicki12, thank you for reaching out on the Community

 

Only Company admin and Primary admin users have access to customise templates. Standard users with limited access (to customers) can view, create, and delete invoices. 

 

If you'd like to learn more on user roles and access rights in QuickBooks Online, see here. For any feedback suggestions, please visit our new QuickBooks Idea Exchange page.

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