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I have Quickbooks Online Advanced and I want my team to do certain things without having full access to our financials. To manage this we use various custom roles which give people access to what they need but not more.
For all of our users we give full access to inventory functions so they can add new products and services. We add classes to these for tracking purposes but at the moment I am the only one who can create new classes.
Does anyone know which role setting allows a user to create a new class? I cannot see it in QBO's documentation.
Yes, I know which role can add or create a new class, HillsideViews.
You can assign them as a Company admin or Standard user with all access so they can add or create classes. Having the option to create a new class requires all access. Refer to this article for more insights: User roles and access rights in QuickBooks Online.
You can follow these steps if you want to change their access.
Here's how:
For your reference, you can read this resource: Add and manage custom roles in QuickBooks Online Advanced.
You can add any details below if you have further questions about user roles. I'll be here to help you.
Ha, yes, that is one way to solve the issue. I would like to know if there is a way to add a class without giving users access to everything. It kind of defeats the purpose of roles.
Adding a class seems like a low sensitivity setting for users to have and I would have expected it have been linked to inventory or reporting roles.
As to the resources you shared, I read them but neither of them mentioned classes that I could see.
Thank you for getting back to the thread, @HillsideViews. Let me answer your question.
In QuickBooks Online only admins in QuickBooks Plus and Advanced can create classes. With that being said, the option to add a class without giving users access to everything is currently unavailable.
However, you can send feedback to our product developers for this feature in QuickBooks Online to help improve your experience.
Here's how:
You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.
In case you want to to add, delete, or restore a class, you can refer to this article: Create and manage classes in QuickBooks Online
Feel free to post again if you need anything else. I'd be glad to help you out. Wishing all the best for you and your business!
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