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The Board of Directors would like to be able to review information within QBO Plus. I have no problem with that, but would rather they not have the ability to add, delete, or change anything. What role would best accomplish this? Thanks in advance.
We understand you're looking for a way to limit users' access to specific functions in QuickBooks Online (QBO), @PJZ. I'm here to provide you with some insights on this matter.
We always value the views and opinions of our users, as this can help us develop a product that suits their business needs.
Currently, the option to limit standard users not to be able to add, delete, or change anything in QBO is unavailable. However, in QBO, you can create a custom role to limit users' access to specific functions. However, please note that this feature may not be accessible in your region, and the availability of custom roles and their functionalities may differ by region.
I'd recommend sending a feature request directly to our Product Development team. It helps us improve your experience and the features of the program.
Here's how:
You can also track feature requests through the Customer Feedback for QuickBooks Online website.
If you're interested in exploring the various user roles and access permissions available, you can check out this article: User roles and access rights in QuickBooks Online.
Furthermore, I've added this article to know the different roles available in QuickBooks Online: Manage users.
Please don't hesitate to return to this thread if you need further assistance with managing users or have any concerns. I'm always here to support you. Wishing you a wonderful day ahead!
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