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mvines
Level 2

Security Profiles

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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Best answer March 22, 2021

Best Answers
Fiat Lux - ASIA
Level 15

Security Profiles

5 Comments 5
Giovann_G
QuickBooks Team

Security Profiles

Hello, mvines.

 

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.

 

 

 

 

 

 

 

 

 

 

 

 

mvines
Level 2

Security Profiles

Giovann

 

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.

Fiat Lux - ASIA
Level 15

Security Profiles

@mvines 

Consider having an inventory management app to manage your user permissions. You don't need to give them any access to your QBO account. 

mvines
Level 2

Security Profiles

I'm starting to think along those lines too.  Do you have any that you recommend?

Fiat Lux - ASIA
Level 15

Security Profiles

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