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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 2
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. 

 

 

 

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mjsteidley
Level 1

Permissions

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

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