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User access to specific memorized reports

Hello;

 

I want to allow specific users access to specific reports in Enterprise Desktop.  Is that possible or when I allow "reporting" does this give them access to all reports?

 

Thank you!

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QuickBooks Team

User access to specific memorized reports

We can add a new user with View-Only access, thebottomline80005.

 

In QuickBooks Enterprise, you can set-up the access of your authorized user to View-Only to see specific reports. This way, they can only perform the task assigned to them. I'm here to guide you on how to do it.

 

  1. Go to the Company menu and then select Users.
  2. Choose Set Up Users and Restrictions.
  3. From the Users and Roles pop-up window, click the User List tab.
  4. Click on the New button.
  5. Enter the New user's login credentials.
  6. In the Available Roles section, scroll down and then select View-Only.
  7. Click the Add button and then select Continue on the prompt message.
  8. After that, click OK.

 

Once completed, let's assigned a specific role to the newly-added user. Here's how:

  1. From the User's List, highlight the name of the specific user.
  2. Click the Role List tab.
  3. Search for the View-Only role.
  4. Click the New button.
  5. Under the Area and Access Level section, select the actions that the user can perform on the Reports page. 
  6. You can set None to all Area and Activities except for the Reports section. 
  7. Then, click on OK.

 

I recommend reading this article for more ideas in customizing roles in QuickBooks: Create and Manage Roles in QuickBooks Desktop Enterprise.

 

Additionally, you can run the Permission Access by Roles report to review the roles and permissions. Here's how:

  1. Go to the Company menu and select Users. Then select Users and Roles.
  2. Select the Role List tab. Then select View Permissions.
  3. Select the roles you want to review and then select Display.

 

Get in touch with us if you have other questions in setting up users in QuickBooks. This way, we'll be able to answer them for you.

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