Assign or change user roles in QuickBooks Payments

Assign or change user roles in QuickBooks Payments.

Learn how to set different types of user roles for your QuickBooks Payments account.

There are 4 levels of access you can give your users. You can change these at any time:

Assign or change a user’s role

• These steps only apply to QuickBooks Payments users.
• You can’t change user roles for other Intuit services using these steps.
• You can't delete users with access to other Intuit service(s) once you add them to your merchant service account. You can only restrict their access.
• You can only update user roles when you use an external web browser.

1. Sign in to QuickBooks Payments. Make sure you have full admin access.
2. From the Account ▼ dropdown, select Users.
   Note: If you want to update user roles for Mobile Payments, select Mobile Payments Users from the QuickLinks section.
3. Find the user you want to update the role for. Then in the Role column, select their current role.
   Note: If the user doesn’t have a role yet, select Click to assign. If you don’t see the user, you can add them.
4. Select the role you want to assign to the user.
   Notes: You can’t change your role while you’re signed in.

Delete a user

1. Find the user you want to delete.
   Note: You can’t delete a user if their email address is linked to other Intuit service(s). You can only restrict them:
   1. In the Role column, select their current role then select No Access.
2. Select X next to their current role, read the prompt then select the checkbox.
3. Select OK, delete this user.