Team Member Access: Giving access to clients but no access to firm deposits and financials

Hello there, PeakConsuslting.

I can provide you with the information needed to set up a new team member without needing to access your firm's financial data.

First, you'll create a customized role for your team members, allowing specific access while safeguarding sensitive areas of your company's financial records. Once created, you can immediately invite a user to the new role. I'll guide you through the process.

1. Navigate to the Team tab and select the Roles.
2. Click Add role.
3. Name the role (for example, No access to firm deposits and financials) and add an optional description.
4. Select one or more options to set access: Sales, Expenses, Inventory, Lists, Bookkeeping, Budgets, Payroll, Reports, Account Management, and E-filing.
5. Check or uncheck View, Create, Edit, and Delete capabilities as needed in each section.
6. Tap Save Role once done.

To invite a user:

1. Go back to the Team tab and click Add user.
2. Enter the user’s first and last name and email address.
3. Select the role you've created for the specific user.
4. Click Send invitation.

For more details on managing roles, refer to this article: Manage custom firm roles in QuickBooks Online Accountant.

Don't hesitate to post again if you have further questions about providing access to your clients. I'll be glad to assist.

Thank you Glinette however I am unable to uncheck View under Account Management->Company Info and I believe that is the item that is the problem. 

Thank you for coming back to the QuickBooks Community, @PeakConsuslting.

I also appreciate you performing the troubleshooting steps to fix your concern about managing access to clients in QuickBooks.

Since you're still unable to set up a  member without needing to access your firm's financial data, I recommend contacting our Customer Care Team. They have the tools to pull up your account to deep investigate the root of the problem and why the issue keeps appearing.

Here's how to contact our support:

 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Choose either tab to get started:
   • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
     • Start a chat with a support expert.
     • Get a callback from the next available expert.
     • Ask the community to get help from businesses like yours.

For more tips about managing an accounting team in QBOA, you can open this article: Add and manage your accounting team in QuickBooks Online Accountant.

Also, here's how you can update user permissions for firm info and client companies: Change your team's admin access in QuickBooks Online Accountant.

Please don't hesitate to reply if you have other questions about managing the client's access. I'll be around for you. Take care and have a great day ahead.

Did you find the fix for this?  I called customer support and they sent me to this posting.  I had the same issue where I cannot give them administrative roles.  

This seems like a pretty reasonable request to not have all of my staff see my firm financial statements.  

The main issue I want is for them to be able to add new clients 

Allowing a team member to add clients to your firm is essential to delegate tasks effectively, robbibj. I'll show you how to achieve this.

Adding an accounting team member without an administrative role but can add clients is currently unavailable in QuickBooks Online Accountant. However, you can decide and customize the role access you want to give to keep your books secure.

Beforehand, please note that we can edit all the roles to add a client except Standard no access.

Follow the steps below to modify the permission:

1. Go to the Team tab and then select Roles.
2. Click Add role.
3. Name the role and add a description.
4. Select one or more options you want to add.
5. Tap Save Role once done.
   
   

Then, you can start inviting a new user:

1. Go to the Team menu and then select Add user.
   
   
2. Enter the First name, Last name, and Email.
3. In the Select a role drop-down menu, choose the access you want to give.
   
   
4. Click View all permissions.
5. Scroll down to the Account management section.
6. Place a checkmark beside Clients.
   
   
7. Review the permissions and then hit Send invitation.

Once your users accept the invite, they can start inviting clients.

Additionally, I've added these resources to help you modify your user permissions to ensure data security and add a team lead accountant as a primary contact of your clients:

• Change your team's admin access in QuickBooks Online Accountant
• Set up or change lead accountants in QuickBooks Online Accountant

Ensure you only add trusted users to maintain data security and integrity within your account. This thread is always open if you need assistance adding, editing, or deleting users or clients in your firm. I'm here to help.

Hi @robbibj ,

Sorry for the delay, but NO, I talked to multiple help desk technicians and then result was we are  NOT able to prevent our team members from viewing from info it's crazy we can't uncheck the box...