cancel
Showing results for 
Search instead for 
Did you mean: 
mjsteidley
Level 1

Permissions

I have a role that needs access to add and edit additional contacts for clients. I haven't been able to find what opens those permissions. Which permissions control that and can give this role full access to contacts for clients?

2 Comments
Ashley H
QuickBooks Team

Permissions

Thanks for reaching out to the Community, @mjsteidley.

 

I recommend giving the User Full Access role so that they can access to add and edit additional contacts for clients. I've provided the steps below on how to do this with ease:

  1. Go to the Company menu, then Set Up Users and Password > Set up Users.
  2. Select Add User...
  3. Fill out the User NamePassword, and Confirm Password fields, then click Next.
  4. On the Access for user: (username) window, choose Full Access then press Next.
  5. Hit Finish.

That's all there's to it! You can refer to this Community Article for more information: QuickBooks Desktop Users and Restrictions.

 

If you need further assistance, please don't hesitate and reach back out to me. Have a great rest of your day. 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

mjsteidley
Level 1

Permissions

That will not work for us. We can not give them full access.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us