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

How to limit Reminders to appropriate levels of permissions in QB Enterprise 2019?

When I turn Reminders on, everyone in the company can see all of the reminders. For example, my warehouse manager can see that we have $262K to deposit, even though he has no AP/AR permissions. He can also see everyone's ToDo list....

 

Is there a way to make the reminders limited by the permissions granted to the user?

QB Permissions.JPG

4 Comments
Moderator

Re: How to limit Reminders to appropriate levels of permissions in QB Enterprise 2019?

Hello industrialcontrols12,

 

Welcome to the Community. I'm here to assist you with the Reminders feature in QuickBooks Desktop.

 

The reminders that other users will see depends on the assigned roles and what areas they can access. For example, a user with payroll access only will not be able to see sales receipts that you need to print.

 

You can review other's access to ensure they'll not be able to view reminders that aren't specific to their roles. However, the To-Do Notes are available to all of the users on your company file.

 

The only way to get rid of the To-Do Notes reminder from other users is by disabling it in the Preferences window. Here's how:

 

  1. Click the Edit tab at the top menu bar.
  2. Click Preferences.
  3. Go to the Reminders.
  4. Go to the Company Preferences tab.
  5. Choose the option below the Don't Remind Me column.

 

You can also try to create another new user to check what reminders will show depending on the access you'll choose.

 

Please don't hesitate to come here if you need further help with the Reminders feature. The Community is here to ensure your success.

Level 1

Re: How to limit Reminders to appropriate levels of permissions in QB Enterprise 2019?

Please understand what I am saying.

 

I am telling you that I have different permissions for my warehouse user, he should not be able to see anything to do with banking, and yet, on his reminder screen he can still see the reminder that we have $265k to deposit.

 

Let me be clear. THE PERMISSIONS ARE NOT RESTRICTING THE REMINDERS THE WAY THEY SHOULD.  How do I fix this?

Highlighted
Level 1

Re: How to limit Reminders to appropriate levels of permissions in QB Enterprise 2019?

I can see the list of PERMISSIONS, so please don't send me the standard quickbooks list of permissions.   I knwo what the permissions are, but I can't tell everything that is affected by a change for each permission.

 

What I need is a description of what the permissions actually  affect that a change in permission has.

For example, I have a user that has Full access in the inventory area, when he tries to run a report on the inventory, he can't. When he tries to do so, Quickbooks pops up a screen that says the Admin has to give him 'View Only Access" under 'Accountants - General Ledger.'.

 

 

 

 

QuickBooks Team

Re: How to limit Reminders to appropriate levels of permissions in QB Enterprise 2019?

Hi there, @industrialcontrols12,

 

Let me walk you through on how to see the description of each user's roles in QuickBooks Desktop.

  1. Go to the Company menu.
  2. Select Users, then Set up Users and Roles.
  3. Select the user, then click Editrole1.PNG
  4. Click any role in the Available Roles section, then you'll see the description below. role2.PNG
  5. If want to modify the access, simply click Add or Remove.
  6. Click OK to save the changes.

Changing access for one user's role affects all other users with the same role. If you want to change access for only one user, you need to duplicate the role, assign it to the user, then edit the permissions for the duplicate role.

 

To learn more about creating and modifying roles, feel free to read through here: Create and modify roles in QuickBooks Enterprise.

 

By following the steps above, you'll be able to determine the description of each role. 

 

Please keep in touch if there's anything I can help you with QuickBooks Desktop users and restrictions. I'm always glad to help.

Need to get in touch?

Contact us