cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
accounts308
Level 1

Hi. I am trying to activate a Privacy setup to restrict access for our other users to our management accounts. Can anyone assist ?

 
4 Comments 4
Fiat Lux - ASIA
Level 15

Hi. I am trying to activate a Privacy setup to restrict access for our other users to our management accounts. Can anyone assist ?

BettyJaneB
QuickBooks Team

Hi. I am trying to activate a Privacy setup to restrict access for our other users to our management accounts. Can anyone assist ?

Hello there, @accounts308.


I'm here to help you set up user access in QuickBooks Online to restrict other users on your account.

 

QuickBooks Online allows you to set up specific user access so you can have restrictions on your account. 

 

These are the following user access that you can grant:

  • Company admin
  • Standard user
  • Reports only user
  • Time tracking only user

To add them, please follow these steps:

  1. Click on the Gear icon at the top.
  2. Press on Manage Users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  3. Select on Add user.
  4. Choose the user type you want to create. More options will appear on the screen depending on the user type you select.
  5. Enter your new user’s name and email address, then select Save.

Here are some resources that you can check out about the transactions that these users can access and on how you can modify their roles in the system:

You can always visit me here if you have any other questions, I'll be right here to help. Have a good one!

Mody
Level 1

Hi. I am trying to activate a Privacy setup to restrict access for our other users to our management accounts. Can anyone assist ?

I am asking if the QB plus online has the ability to let some users does not have access and authorization and the others have? if yes could you please explain to me what the available authorizations and accessibility and how can I arrange this for 5 users?
thanks for your help

RaymondJayO
Moderator

Hi. I am trying to activate a Privacy setup to restrict access for our other users to our management accounts. Can anyone assist ?

Yes, QuickBooks Online (QBO) Plus has that ability, @Mody. I'm here to share some insights about those available authorizations and how you can arrange them for your five users. 

 

You can set different access rights to your five users. I'd suggest using the "Standard user" type since they can work with customers, sales, suppliers, and expenses. Here's the summary of its available features in the program: 

  • All access (customers, sales, vendors, and purchases)
  • Limited (customers and sales)
  • Limited (vendors and purchases)
  • Limited (customers, sales, plus vendors and purchases)
  • None (submit time sheets only)

 

For more details on what this user type "can" and "can't" do, see this article's Standard user section: User Types In QBO

 

When you're ready, you can add your five users to QBO and assign their appropriate permissions. I'll guide you how. 

  1. Go to Settings (⚙) at the upper right and select Manage Users under Your Company
  2. Click Add user.
  3. Choose Standard user and click Next
  4. Select the appropriate access rights. 
  5. Click Next
  6. Modify the user settings and select Next
  7. Enter their contact info.
  8. Tap Save. Repeat the process for the other four users. 

 

The screenshot below shows you the last five steps. 

 

 

 

 

Once done, the users will get emails and have them accept the invitations. For the detailed steps, let them follow this article: Adding, Deleting, Or Changing User Access. Then, have them go to Step 2 under the Add a QuickBooks Online user section. 

 

Aside from Standard users, you can add them as company admins, Reports only, and Time tracking only. Just go back to the Manage Users tab to perform this activity. On this page, you can also edit their access rights, view their activities, and delete them (see the screenshot below). 

ManageUsersPage.PNG

 

Don't hesitate to leave a comment below if there's anything else you need. Take care always.