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glConley
Level 1

Viewing Social Security Numbers

Is it possible to remove the View/Edit business ID button for Vendor information? We have a few users that we would like to be able to see our Vendors, but don't want them to be able to view their Social. I know you can make it so they can't edit it, but not sure if you can restrict that one area from being viewed.

3 Comments 3
Kiala_S
QuickBooks Team

Viewing Social Security Numbers

Good morning, @glConley! Hope you had a great weekend. :)

 

Managing permissions is definitely important in QuickBooks to make sure no one sees anything they shouldn’t. The most flexibility you can have in customizing roles and permissions would be in QuickBooks Online Advanced. However, at this time there's no way to remove visibility of social security numbers exactly how you describe.

 

This article shows the ways that you are able to customize roles: Add and manage custom roles in QuickBooks Online Advanced.

 

I'll also submit your feedback to our developers about adding more flexibility to user permissions, especially when it comes to viewing certain fields. Please reply to this post if you have any additional questions. We're all eager to help!

 

glConley
Level 1

Viewing Social Security Numbers

If we make it so they can see vendors, but can't edit vendors, then would any of the information that appears in the edit screen appear, or would all of that be hidden?

MaryJoyD
QuickBooks Team

Viewing Social Security Numbers

Thank you for getting back to us, @glConley

 

The feature to let your user access vendors list without the visibility of the Social Security Numbers is currently unavailable. Having access to the vendor’s list access will let them view or edit any information.

 

I can see the importance of having view-only access in QuickBooks Online (QBO). In the meantime, I'd recommend you visiting our Blog to learn what new updates and features we have. 

 

See this article for more information on how to add and manage users in QuickBooks Online. Here's also the user roles and access rights in QuickBooks Online

 

I'm always here to provide help and answer any questions that you may have in managing your user roles. Have a great rest of the day!

 

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