How we Can Custom our Role

I'm glad to walk you through the process of customizing roles in QuickBooks Online, firechicken.

To assign custom roles to your users, follow the steps below:

1. Go to Settings in the upper-right corner, then select Manage Users under Your Company.
2. On the Users tab, click Add User to enter personal info.
3. Under Roles, choose from existing ones or create one through View all permissions to assign the desired permissions.
4. Hit Send invitation.

Once completed, newly registered individuals will receive an invitation to join the company. Please direct them to click the email link to set up a new Intuit Account or login if they already have one.

Here's an article about adding, editing, or removing users in the program: Add and manage users in QuickBooks Online.

Furthermore, these resources will help you identify which user roles count toward your subscription and outline resolutions you can do if the invited users have not received or cannot find your request:

• User roles and access rights in QuickBooks Online
• What to do if invited users did not receive your email invitation in QuickBooks Online

It's my pleasure to assist you in creating personalized roles for your team. If you need to restrict their access, get back to this conversation for further help. Have a wonderful day.