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Level 2

QB ENTERPRISE 20 - USERS LOSING PERMISSIONS

Hi,

We just upgraded to QB 20 and some of our users lost their permission (ie.. can't do a find).  Is this common and are there any others known issues that we should be on the look out for in the new version?

 

Thank you.

Solved
Best answer August 10, 2020

Best Answers
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Moderator

QB ENTERPRISE 20 - USERS LOSING PERMISSIONS

Hello there, RMI - MD. Thanks for getting to this thread.

 

Let me share additional details on what we can do to restore the correct access right to the user and be able not to receive an error when doing find transactions. 

 

Did the admin try creating a duplicate role to the user? If not yet, we can edit the user permission in the duplicate user role we made. Let me walk you through on how to do it. Here's how:

 

  1. Go to the Company menu.
  2. Select Set up Users and Password and then, choose Set up Users.
  3. Within the User List, highlight the name of the user's name. Then, click Duplicate.
  4. You can change the name if you want. Then, let's enter the password twice.
  5. Select roles you'll want to add to the user. Highlight the user role and click the Add button one at a time.
  6. Once done, hit OK.

 

Here are the sample screenshots for additional reference:

 

 

 

Once done, let's verify if she's able to do a find without getting the same message. However, if duplicating the user role won't work, I would recommend giving us a short call to investigate and be able to figure out what triggers the process of why a user received an unexpected message after QuickBooks updated to the latest one.

 

Here's how to contact them:

 

  1. Click Help from the main menu.
  2. Select QuickBooks Help Desktop or press F1 on your keyboard.
  3. Enter a keyword of your concern. Let's say User Permission. 
  4. Hit Contact us. Then, follow the on-screen instruction to connect with one of our specialists.

 

I want to make when you contact our specialist, they'll be able to receive it. With that, I would suggest checking their work schedule, and it's availability. Go to the QuickBooks Desktop section to view all the details.

 

Also, you may check this article to get additional details about users and restrictions: Set Up Users and Roles

 

Let me know how everything goes. I'll be here in case you still need a hand with this matter. Take care and stay safe!

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3 Comments
Moderator

QB ENTERPRISE 20 - USERS LOSING PERMISSIONS

Thanks for contacting us regarding your recent upgrade, @RMI - MD,

 

If you're referring to the insufficient Multi-user permission error after upgrading the company file, there are a few reasons why this is happening. Check out the following scenarios:

 

  • Saving the company file in a protected location such as the root of C:// Drive or Program Files of a Windows Vista, 7 or 8.
  • The file is located on a restricted location.
  • Folder permissions are updated or not set up properly.
  • The folder where the company file is saved is damaged.

To resolve this, there are a few troubleshooting steps we recommend that you follow. See the complete solution by clicking the following link: QuickBooks Desktop Users and Restrictions

 

However, if you're referring to the user access to log in to the company file, it should not change after installing updates or upgrade. If these users are unable to get in, make sure they are on the correct company file. If you're using the right one and still unable to successfully sign in, perform the steps found in this article: Resolve data damage on your company file

 

Let me know the result as I want to ensure this is all taken care of. I'll be right here if you have questions or clarifications along the way. Have a good one!

Highlighted
Level 2

QB ENTERPRISE 20 - USERS LOSING PERMISSIONS

Good Morning,

 

As it was reported to me this was not the problem.  She said that she logged in fine but when she went to  do a find she received this:

 

"You need "full" access under find all transactions to perform this action"

Our Admin was able to correct the problem but was concerned that this happened.

 

Thanks.

Highlighted
Moderator

QB ENTERPRISE 20 - USERS LOSING PERMISSIONS

Hello there, RMI - MD. Thanks for getting to this thread.

 

Let me share additional details on what we can do to restore the correct access right to the user and be able not to receive an error when doing find transactions. 

 

Did the admin try creating a duplicate role to the user? If not yet, we can edit the user permission in the duplicate user role we made. Let me walk you through on how to do it. Here's how:

 

  1. Go to the Company menu.
  2. Select Set up Users and Password and then, choose Set up Users.
  3. Within the User List, highlight the name of the user's name. Then, click Duplicate.
  4. You can change the name if you want. Then, let's enter the password twice.
  5. Select roles you'll want to add to the user. Highlight the user role and click the Add button one at a time.
  6. Once done, hit OK.

 

Here are the sample screenshots for additional reference:

 

 

 

Once done, let's verify if she's able to do a find without getting the same message. However, if duplicating the user role won't work, I would recommend giving us a short call to investigate and be able to figure out what triggers the process of why a user received an unexpected message after QuickBooks updated to the latest one.

 

Here's how to contact them:

 

  1. Click Help from the main menu.
  2. Select QuickBooks Help Desktop or press F1 on your keyboard.
  3. Enter a keyword of your concern. Let's say User Permission. 
  4. Hit Contact us. Then, follow the on-screen instruction to connect with one of our specialists.

 

I want to make when you contact our specialist, they'll be able to receive it. With that, I would suggest checking their work schedule, and it's availability. Go to the QuickBooks Desktop section to view all the details.

 

Also, you may check this article to get additional details about users and restrictions: Set Up Users and Roles

 

Let me know how everything goes. I'll be here in case you still need a hand with this matter. Take care and stay safe!

View solution in original post

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