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

I dont want to share fininace informaiton with my team only inventory. How can I do that?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

I dont want to share fininace informaiton with my team only inventory. How can I do that?

Thanks for dropping by the Community, ketki-spitikohom.

 

I'll guide you on the right track on how to add users with access to inventory.

 

In QBO, you can set up users with different roles. When adding them, you have the option to choose what they can do in different areas of QuickBooks.


The primary admins and company admins get all access rights. When you assign the standard user, QBO lets you choose the permission level. You can choose to give them all access, limited access or none.


If you wish to add a Standard user type, let me help and show you the steps. Here’s how:

 

  1. Press the Gear icon at the top and choose Manage users under Your Company.
  2. Hit the Add user menu to open the Select user type page.add  user.png
  3. From there, tick the Standard user radio button and hit Next.add  user.1.png
  4. This will take you to a page where you have to choose the access rights.
  5. Select the one that suits your situation and click Next.
  6. Follow the on-screen instructions to complete the setup.

 

Once done, inform your team that they’ll an email from quickbooks-email@intuit.com. It contains the business’s name and a message that includes “Ready to get started? Let's go!"


Then, let them select the "Let’s go!" link in the email. This process will take them to a sign-in or account creation page. They’ll have to enter the information to create a new account.


Let me share this link for more insights into this process. It contains instructions on how to manage user roles: Add and manage users in QuickBooks Online.


Additionally, the following information provides detailed information about each user role and permission level. This guide is from another region, but it also applies in the US version: User roles and access rights.


Keep in touch if you need further assistance with QBO. I’m more than happy to lend a helping hand. Enjoy the rest of the day.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us