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Best answer October 03, 2024
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Hi there, r_mahc. Let me answer your inquiry regarding admin roles in QuickBooks Desktop.
Currently, the option to have two admin roles isn't available in QuickBooks Desktop. Although you can assign multiple users to have administrative privileges, there's only one user designated as the admin who has full access rights. However, you can add the second admin and allow them all permissions to provide them with similar rights. Alternatively, you can create a second admin role with full permissions and assign it to the other admin user. Let me walk you through the process of doing so.
Follow these steps to create a second admin role:
- On the top menu, go to Company.
- Hover on Users, and then select Set Up Users and Roles.
- Navigate to the Role List tab.
- Click New.
- Name the role, and then set the access level to full in all areas. Refer to the screenshot for reference.
- Hit OK.
Once done, head back to the User List tab to add the second admin and assign the newly created role.
Furthermore, if you want to add more admin roles, you can use the Duplicate button on the Role List tab to save time in creating one.
For further details on managing roles in QuickBooks Desktop, browse through this article: Create and manage users and roles.
For future use, consider bookmarking this guide on transferring the primary admin role: Transfer the primary admin role in QuickBooks Desktop.
Designating specific roles to users is crucial in ensuring that your team members have the appropriate access for their responsibilities. If you have any more questions or need assistance with other features, please feel free to use the comment section below. The Community is always available for you, r_mahc.
Hi there, r_mahc. Let me answer your inquiry regarding admin roles in QuickBooks Desktop.
Currently, the option to have two admin roles isn't available in QuickBooks Desktop. Although you can assign multiple users to have administrative privileges, there's only one user designated as the admin who has full access rights. However, you can add the second admin and allow them all permissions to provide them with similar rights. Alternatively, you can create a second admin role with full permissions and assign it to the other admin user. Let me walk you through the process of doing so.
Follow these steps to create a second admin role:
- On the top menu, go to Company.
- Hover on Users, and then select Set Up Users and Roles.
- Navigate to the Role List tab.
- Click New.
- Name the role, and then set the access level to full in all areas. Refer to the screenshot for reference.
- Hit OK.
Once done, head back to the User List tab to add the second admin and assign the newly created role.
Furthermore, if you want to add more admin roles, you can use the Duplicate button on the Role List tab to save time in creating one.
For further details on managing roles in QuickBooks Desktop, browse through this article: Create and manage users and roles.
For future use, consider bookmarking this guide on transferring the primary admin role: Transfer the primary admin role in QuickBooks Desktop.
Designating specific roles to users is crucial in ensuring that your team members have the appropriate access for their responsibilities. If you have any more questions or need assistance with other features, please feel free to use the comment section below. The Community is always available for you, r_mahc.
We're unable to add a secondary admin to sync payroll with QuickBooks Tsheets, pailea37. I'll explain them further.
In QuickBooks Desktop, the ability to allow secondary admins is unavailable. However, you can follow the steps shared by my colleague above to allow specific roles for user access. This includes functions such as payroll mapping, time tracking, and managing reports.
I've also included a screenshot for reference.
Additionally, you can allow the user to have them signed in to your account as an Admin in Single User Mode. This way, it'll be easier to help sync payroll data from QuickBooks Time to your desktop file.
When everything comes in handy, you may start creating your employee's paychecks and running their payroll efficiently.
I'll be on this thread anytime you require additional assistance managing payroll and employee data in your account. Just let me know in the comments below.
