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cartersaircondit
Level 1

I’m trying to set up another pad for my technician but I don’t want him to have access to everything my account and be able to change anything how can I set this up?

 
2 Comments 2
Nick_M
QuickBooks Team

I’m trying to set up another pad for my technician but I don’t want him to have access to everything my account and be able to change anything how can I set this up?

Hi there, cartersaircondit. 

 

I'm happy to assist you this afternoon. What you'll want to do is invite your technician using these steps:

  1. Select Settings ⚙, then Manage Users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  2. Select Add user.
  3. Select the user type you want to create. More options will appear on the screen depending on the user type you select.
  4. Enter your new user’s name and email address, then select Save.

I recommend visiting that User type link above as it breaks down the types of users you can make and what access you want them to have. I'm also providing you with a helpful article highlighting the process of adding a user

 

If you have any other questions you can post them here, night or day. Thank you and have a happy weekend. 

Fiat Lux - ASIA
Level 15

I’m trying to set up another pad for my technician but I don’t want him to have access to everything my account and be able to change anything how can I set this up?

@cartersaircondit 

As another option, consider having a field service app to integrate with your QBO. You don't need to give your team any access to QBO. 

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