User Access

dmandreae · ‎March 31, 2020

I want to be able to access everything that is in my organization's QB - general ledger, payroll, reconciliations, etc. - but have NO authority to change anything. How do I express this request to my master administrator? The reason I want this is for segregation of duties. I have access to the organizations funds, including bank accounts, so I should be prevented from anything to do with recordkeeping, other than seeing the records.

Catherine_B · ‎March 31, 2020

We can ask the Master Admin to grant you access to these options, dmandreae.

You can discuss with them what access they can grant you to view and make changes such us payroll, reconciliation and other financial reports. They can edit your access by going to the Gear icon and click Manage Users. Then, click the Users tab and under the ACTION column, click Edit.

They can also use these references about our user type and the access you can have:

I'm here if you need anything else. Take care and stay safe!

View solution in original post

Catherine_B · ‎March 31, 2020

We can ask the Master Admin to grant you access to these options, dmandreae.

You can discuss with them what access they can grant you to view and make changes such us payroll, reconciliation and other financial reports. They can edit your access by going to the Gear icon and click Manage Users. Then, click the Users tab and under the ACTION column, click Edit.

They can also use these references about our user type and the access you can have:

I'm here if you need anything else. Take care and stay safe!

Mody · ‎August 21, 2020

I need to let every 2 or three users have authorized access to specific class which is prevent to access for other users on QB online advance and vise versa

JonpriL · ‎August 21, 2020

Hello @Mody,

A class can only be assigned to your transaction, not a role when adding a user. Let me share what are the roles you can assign to a user.

Banking
Sales
Expenses
Reports
Workers
Lists
Account Management

To learn more about these roles, check this article for reference: Add and manage custom roles in QuickBooks Online Advanced.

Lastly, here's an article you can read for ideas in case you needed to transfer the role of a master admin: Change your QuickBooks Online master admin user.

If there's anything else you need help with, let me know by leaving a comment. I'll be here to lend a hand.

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