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Let me assist you in granting the user access permissions in QuickBooks Online, jayho1970
To add user access to your QuickBooks Online account, we could add this employee as a user. You can customize permissions or manage user roles to limit access to specific tasks. Also, you'll be able to choose what users can see and do within different areas in QuickBooks.
You can refer to the following article to know more about the user roles and how to add users to them: Add and manage custom roles in QuickBooks Online Advanced.
To know more about the different options for user roles and access permissions, please check out this article: User roles and access rights in QuickBooks Online.
Please keep me posted if you have further concerns about modifying your user's role in QBO. I want to make sure everything is taken care of for you. Have a good one!
The roles tab is no longer an option. Or it's not for me.
Good morning, @scott14.
Thanks for chiming in on this thread. I look forward to helping you find the Roles tab in your QuickBooks Online.
Before doing further research, can you provide me with a screen shot of your Manager Users page? This will give us some more details to figure out why this is not an option in your account.
Here's a visual of what your screen should look like when having the option available to you:
For future reference, check out this guide: User Roles and Access Rights in QuickBooks Online.
Please, reach back out to us with that screen shot when you get the chance. We want to ensure that you get back to running your business. I'll be right around the corner!
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