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ajeethd
Level 2

Hello..i am using QBOA-i have set up projects and tasks. Also have my staff set up as users. Can i restrict staff from deleting or making changes to tasks or projects?

 
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Best answer June 12, 2020

Best Answers
MaryLurleenM
Moderator

Hello..i am using QBOA-i have set up projects and tasks. Also have my staff set up as users. Can i restrict staff from deleting or making changes to tasks or projects?

Hello there, ajeethd,

 

The ability to view or update a specific task is controlled in the Client Access tab. It also controls who appears as selectable in the Assigned to drop-down menu within Projects and Tasks.

 

You can learn more from these articles:

Stay in touch with me if you have additional questions.

View solution in original post

3 Comments
MariaSoledadG
QuickBooks Team

Hello..i am using QBOA-i have set up projects and tasks. Also have my staff set up as users. Can i restrict staff from deleting or making changes to tasks or projects?

Thanks for reaching out to us, ajeethd.

 

You'll want to set up your staff as Standard user and customise their access rights to limit only to certain options. Let me guide you with the steps.

  1. Click the Gear icon, then select Manage Users.
  2. Click Edit under the Action column if you have already added the user.
  3. Select Standard user, click Next.
  4. Choose Limited, then select if you want to customise your user access for Customers and Suppliers.
  5. Click Next, then choose the user settings.
  6. Click Next, then Save.

Please check this for more information about different user types in QuickBooks Online (QBO): What Different Types Of Users Can I Add To My Company?

 

For future reference, you can visit this article for additional information:

You can always touch base with us if you have any other concerns. We're always right here to help.

ajeethd
Level 2

Hello..i am using QBOA-i have set up projects and tasks. Also have my staff set up as users. Can i restrict staff from deleting or making changes to tasks or projects?

Hi Maria

 

Thanks for suggestion. I am using the accountant version and my staff are set up under "your team" under gear icon when on practice profile. The rights here are different to that of a user. There are no limits of number of staff to set up under an accountant profile etc but there are limits to number of users set up under a particular package. Hoping for your further assistance.

 

MaryLurleenM
Moderator

Hello..i am using QBOA-i have set up projects and tasks. Also have my staff set up as users. Can i restrict staff from deleting or making changes to tasks or projects?

Hello there, ajeethd,

 

The ability to view or update a specific task is controlled in the Client Access tab. It also controls who appears as selectable in the Assigned to drop-down menu within Projects and Tasks.

 

You can learn more from these articles:

Stay in touch with me if you have additional questions.

View solution in original post