We are trying to fill an internal control hole in our security profiles. Right now, the person that generates our purchase orders has the ability to add a new vendor and to add new items. We really need for that person to *not* have that ability. Can you show me how to do that?
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I can share some insights about user access.
You can manage their roles to limit their access to specific tasks. Setting up user access to specific areas is available in QuickBooks Online Advanced. I'll suggest upgrading your subscription to take advantage of this feature. I'll show you how.
1. Select Settings ⚙.
2. Click Account and settings.
3. Choose the Billing & Subscription menu.
4. In the QuickBooks Online section, select Upgrade your plan.
5. Choose a plan and click Choose plan.
6. Hit Get started.
Also, you can follow these steps on how you can add or manage user access.
I'll include this article to know your usage limit in QBO. This contains the number of users you can add per subscription.
Let me know if you have further questions about the account. We're open 24/7 and always ready to help.
Thanks for the reply. We are already on Online Advanced. The problem with custom roles is there are only 2 areas under "expenses" for me to edit that aren't really relevant. I have a person creating purchase orders. I don't want them to have the ability to create a new vendor or to create a new item. Right now, that function is a hole in our internal controls.