Is there anything to reference as a guide on what roles/permissions we should consider when adding users such as staff in Materials, Shipping & Receiving, Quality/Engineering, Accounting, etc? It would be nice to have a "guide" to get started...
I'm here to share with you some information about assigning user roles in QuickBooks Desktop. This way, they can perform any task in the company file seamlessly.
Here's how:
From the Company menu, select Users, and then Users and Roles.
Enter the admin Password, then select OK.
From the User List tab, select New.
Enter a User Name and an optional Password.
From Available Roles, select the users' role then select Add.
Enter the User’s email address, then select OK.
From the confirmation window, select OK.
These guides provide an overview of setting up user type and role as well as its restrictions:
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
