I can assist you with setting up new user roles, thillda. Let me guide you through the process.
You can set up the access of your authorized user to View-Only. Also, you can provide specific access that will allow your authorized user to view reports and print them. Let me guide you on how to do it.
- Go to the Company menu and Choose Users.
- Select Set Up Users and Roles.
- From the Users and Roles pop-up window, click the User List tab.
- Click on the New button.
a. Enter the New user 's login credentials.
b. In the Available Roles section, pick View-Only.
c. Click the Add button.
Once completed, let's assign 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.
From here, you can set None to all Area and Activities except for the Reports section. Under the Area and Access Level section, select the actions that the user can perform on the Reports page.
By following the steps above, the user will be able to view and print reports. If they attempt to create or record a new transaction, they'll be prompted that they don't have access to perform the action.
You can read through this article for more ideas in customizing roles so users can only do certain tasks: Create and manage roles in QuickBooks Desktop Enterprise.
I'll keep an eye out for your reply. If you have any further concerns about managing user permissions, feel free to include them in the comments. We're available 24/7 to assist you.
