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ahmed-nagy
Level 1

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?

 
2 Comments 2
MaryLurleenM
Moderator

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?

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:

  1. Select Settings.
  2. Select Manager Users.

Check this article for more information: User types in QuickBooks Online.

 

Stay in touch with me if you need anything else.

Fiat Lux - ASIA
Level 15

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?

@ahmed-nagy 

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.