I'm happy to guide you on managing user permissions in QuickBooks Online (QBO).
To begin with, are you trying to customize the user permission? If so, please know that QuickBooks Online has a feature wherein you can manage User roles and access rights.
Here are the key roles:
- Primary Admin: This user has access to every part of the QuickBooks account and can manage all users and admin tasks.
- Company Admin: Similar to the primary admin, they can’t edit or remove the primary admin’s access.
- Standard All Access: Users in this role can access everything related to customers, sales, vendors, purchases, and more. They can also manage payroll if it’s enabled.
- In-House Accountant: This role provides access to bookkeeping and accounting tools, financial reports, and other features, excluding payroll and user management.
To assign custom permissions, please follow the steps I've provided below:
- Go to Settings, then select Manage Users.
- Click the Users tab and then Add User.
- Enter the user’s details (First name, Last name, Email).
- Under Roles, select View all permissions and then assign the desired permissions.
- Once done, click Save.
Additionally, you can check out this article if you're using QuickBooks Online Advanced to learn how to create and manage custom roles: Add and manage custom roles in QuickBooks Online Advanced.
Moreover, if the invited users did not receive or can't find your email invitation, refer to this article for guidance: What To Do If Invited Users Did Not Receive Your Email Invitation in QuickBooks Online.
Please let me know if you have any further questions about managing users. I'm happy to guide you through the process in more detail.
