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arwacoho
Level 1

I am training a new user. I want them to have access to view all of our transactions and reports, but not be able to alter or add any. Can I set view only on permissions?

 
1 Comment 1
KimberlyS
QuickBooks Team

I am training a new user. I want them to have access to view all of our transactions and reports, but not be able to alter or add any. Can I set view only on permissions?

I can guide you about changing user roles to prevent them from making changes to your books, @arwacoho.

 

In QuickBooks Online (QBO), you can manage user roles and provide limited access to specific tasks.

 

In your case, you can set your user to View company reports. This role only allows the added user to see all reports except payroll or contact information.

 

Here's how to add and set a user role:

 

  1. Select the Gear icon.
  2. Click Manage users under Your Company.
  3. Click Add user or Edit for an existing user.
  4. Fill in all the necessary details under Personal info.
  5. Under the Roles section, choose the View company reports option.
  6. Hit Send invitation.

 

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To gain further knowledge about managing user roles within QBO, refer to this article as your guide: User roles and access rights in QuickBooks Online.

 

Moreover, you can always review the audit log to keep track of your activities, where you can view who made changes to your books and what they did.

 

If you need additional assistance managing your user roles, please don't hesitate to inform me. I'm always here to help.

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