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Join nowDoes anyone know how to set up a team member without them having access to my firm's financials? I know how to give them access to specific clients but there is no option to turn off even view only access to firm deposits and financials.
Thank you!
Carri
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.
To invite a user:
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:
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.
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