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userstaterfg
Level 1

How do I change a user role once it has already been set up?

I have set up an employee in a role that I want to change to expand their responsibilities
1 Comment 1
DebSheenD
QuickBooks Team

How do I change a user role once it has already been set up?

Hello, userstaterfg!


Thank you for reaching out to the Community. Let me help you in changing the user's role.


Here's how:

  1. Go to Settings ⚙, and then select Manage users.
  2. Select the Users tab, and then find the user you want to edit.
  3. Select Edit from the Action column.
  4. Choose from the existing custom or QuickBooks roles
  5. Enter a role name and description, and then select Save.


You can also check this article on how to add and manage custom roles in QuickBooks Online Advanced.


Feel free to get back in the Community. I'm always here to help.





 

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