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helen44
Level 1

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

 
7 REPLIES 7
Mark_R
QuickBooks Team

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

Your confusion ends here, @helen44.

 

Allow me to provide some details about the access rights of a limited access user.

 

Since your staff had limited access to the sales side only, they can only work under that permission. Though they can view the information on the dashboard, they can't make any changes from there. You might want to read this article to learn more about the different options for user roles and access permissions: User roles and access rights in QuickBooks Online.

 

You can also check out this article to learn how to manage users and modify their access permissions if needed: Add and manage users in QuickBooks Online.

 

Keep in touch if you need any more assistance managing users, or there's something else I can do for you. I've got your back. Have a good day.

Fiat Lux - ASIA
Level 15

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

@helen44 

As another option, consider having a CRM app for your sales team.

helen44
Level 1

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

Hello - we need these particular people to be able to track a project - check profitability and to raise the invoices.  We just don't want them to see the dashboard - I don't understand why this wouldn't be an option.  The first screen could be the company logo instead just for this access level

Fiat Lux - ASIA
Level 15

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

@helen44 

What kind of business do you run? a construction company, a field service one, or else?

helen44
Level 1

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

Its a ecology survey company - the project managers need to be able to check project profitability/raise invoices but they shouldn't be able to see the financials of the company - at the end of the day they are staff that should not be able to see these things

Fiat Lux - ASIA
Level 15

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

Explore this app. It is a project management app and have an Estimate/Invoice feature.

https://paymo.grsm.io/quickbooks

 

 

helen44
Level 1

I have staff that access the sales side of QBO only - when the software opens up they are able to see the dashboard. You can click the privacy but they can unclick it

Thank you. Will do. I appreciate your help 

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