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I need to specify access privileges to my salesperson. I dont want him to see all invoices status, transactions, and totals Also, can I prevent download option?
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Manage Customers and income
Hello there, ahmed-nagy,
There are five types of users you can add to QuickBooks. If you want to customise the access level of a user, you'll want to use Standard user.
- Standard user
- Company admin
- Reports only
- Time Tracking only
- Accountant
With Standard user access, you can customise their access rights with these:
- All
- None
Limited - Customers & Sales
Limited - Suppliers & Purchases
Here's how you can add them:
- Select Settings.
- Select Manager Users.
Check this article for more information: User types in QuickBooks Online.
Stay in touch with me if you need anything else.
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Manage Customers and income
As another option, consider having a CRM app for your sales team and integrate it with your QBO. They don't need to have any access to QBO.