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Join nowHello everyone.
Today, a sales manager requested a way to limit user access to changing sales reps on orders. How can this be done on QuickBooks Desktop Enterprise 23.0?
Thanks in advance for your answers.
Hello there, AJHN1. Allow me to provide you with the steps on how to reduce or limit your sales staff members' access to QuickBooks Desktop (QBDT).
To clarify, are you referring to restricting your sales staff from changing certain reports or data access? If so, we can utilize the Setup Users and Passwords.
Here's how:
Also, we can limit the permissions of your sales staff users under certain categories. To do so, refer to the steps below:
In addition, you may refer to this article when you need to assign the primary admin role to another user in QBDT: Transfer the primary admin role in QuickBooks Desktop.
Feel free to post again here in the Community space should you need assistance regarding user roles in QuickBooks. We'll make sure you're taken care of. Have a great day!
Thank you for your reply. Unfortunately, that solution will not solve the problem because what we are trying to do is restrict the possibility of other sales representatives changing the sales representative in the sales orders.
Thanks for coming back, @AJHN1
There's a way to restrict other sales representatives to change the Sales rep in the sales orders. Let me share this with you.
You'll need to modify the Role list, the function of the sales representative position should be minimized to View and Create only. Here's how:
If you want to manage your QuickBooks Desktop (QBDT) and service with the Customer Account Maintenance Portal (CAMPs), you can read this article: Manage your QuickBooks Desktop subscriptions and services.
For additional questions about managing user roles, click the Reply button below. I'll be willing to lend a hand. Keep safe and have a good one.
@Bryan_M RE: There's a way to not allow other sales representatives to change the Sales rep in the sales orders. Let me share this with you.
Maybe there is and maybe there isn't. But the user is using Enterprise and your screenshot is of Pro/Premier, which are different. Which of course you know because you're the expert here posting answers about how QuickBooks works.
Did you even read the OP's question? Seems not.
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