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angeloanjo2011-g
Level 1

Do activate multiple access to accounts user

 
1 Comment 1
RhoiceW
QuickBooks Team

Do activate multiple access to accounts user

Hi there, Angelo. I can help you how to assign a user role to your employees in your QuickBooks Online (QBO).

 

I'd like to ask if you want to assign specific roles to your users. If so, you can visit this link for more details on every user role and access rights in QBO: User roles and access rights in QBO.

 

If you want your users to have all the access in your QBO, you can set it as Company admin.

 

Here's how:

 

  1. Go to the Gear icon, then select Manage users.
  2. On the User tab, click Add user
  3. Enter all the employee's personal information.
  4. Tick the Select a role dropdown arrow. Select Company admin.
  5. Once all set, click Send invitation.

 

Moreover, if you're using QBO Advanced, you can add a new user and assign a custom role.

 

Here's how:

 

  1. Go to the Gear icon, then select Manage users.
  2. On the Users tab, click Add user.
  3. Enter the user's information, then choose the role you want to assign to your user.
  4. Review the permission roles by clicking the dropdown button.
  5. Once done, click Send invitation.

 

Once you've assigned a role to your users, they need to access the link via email and click Let's go! to sign in.

 

In addition, you can refer to this article to learn how to manage your customers in QBO: Add and manage customers in QBO.

 

If you're referring to something else, don't hesitate to comment or post it in the Community. I'm always here to help you. Take care.