Hello there, @AnaLorena. I'll outline a couple of handy details to clear things up about the user's access.
The access a user can do in specific areas in QuickBooks depends on the role that was set up. You can choose QuickBooks Online Advanced to obtain this limited access for your managers. With custom roles, your users can view reports based on their location.
In QuickBooks Advanced versions, user roles are customizable permissions that an admin can give their users. The user may have been given limited access to only create and view estimates.
First, make sure you have locations set up for each store. This way, you can create a role with different access for each. Here’s how you do it:
- Go to the Gear icon, then select Manage Users.
- Click the Roles tab, then select Add role.
- In the Sales section, choose what your user can access.
- Select one or more locations, then hit Next.
- Enter a role name and description, then select Save.
After, you’ll need to add your managers in QuickBooks and assign a role. You can follow the steps outlined below:
- Go back to the Gear icon, then choose Manage Users.
- Select the Users tab, then Add User.
- Click Custom role, then choose from the existing roles you created.
- Enter the manager’s name and email address, then select Save.
To know more about how you can set up a specific role and limit their access to a specific task, I encourage you to read this article for more details: User Roles And Access Rights In QuickBooks Online.
However, you can still add users to help you manage your QuickBooks Online account. Please check this article for more details: Add and manage users in QuickBooks Online Advanced.
Loop me in if you have other concerns about managing users and access in QBO. I'd be glad to assist you. Have a great day!
