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Understanding user types and permissions

I have sales people who enter their customers’ sales orders.  However, I would like to limit them to this and not allow them to invoice the sales orders so we have some oversight with regard to pricing, terms and freight charges.  How do I restrict this kind of activity?

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Moderator

Re: Understanding user types and permissions

It looks like you're using QuickBooks Enterprise based on the product header of your question, ToyBoss.

 

We can create a role specific for the users that create sales orders. Let me show you how to do this:

  1. Click Company at the top menu and select Users.
  2. Choose Setup Users and Roles.
  3. In the Users and Roles window, go to the Role List and click the New button.
  4. Enter the Role Name and go to the ROLE ACCESS section.
  5. Click Customers & Receivables and mark Sales Orders.
  6. Go to the AREA ACCESS LEVEL section and mark the following access levels:
    Partial
    View
    Create
    Modify
    Delete
  7. Click OK and go back to the User List tab.
  8. Highlight the user and click Edit.
  9. Under Available Roles, highlight the role and click the Add >> button.
  10. Click OK and Close.

If you want to change the role of the user, you can create or edit an existing role.

 

Let me know if you need more assistance with this. 

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