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Ammar-Rohy
Level 1

How to get A user access with viewing access to all without editing to any?

 
1 Comment 1
LouiseG
QuickBooks Team

How to get A user access with viewing access to all without editing to any?

You can utilize the Custom role feature in QuickBooks Online (QBO), Ammar.

 

Please note that this feature is exclusively available to QuickBooks Online Advanced subscribers. If you are subscribed to this plan, please follow these steps:

 

  1. Navigate to the Gear icon, then Manage users.
  2. Go to the Roles tab, and click Add role.
    SS1.png
  3. Enter a Role name and Role description.
  4. Tick View for each area of access control.
    SS2.png
  5. Hit Save Role.

 

For more information, refer to this guide: Add and manage custom roles in QuickBooks Online Advanced.

 

However, if you're current subscription is under Simple Start, Essentials, or Plus plan, consider upgrading your subscription to access the custom roles feature.

 

I'll provide these resources to help you manage users and limits of accounts or users you can have within the program: 

 

 

 We're here to enhance both security and efficiency within your organization. If you have any further questions or require additional assistance as you navigate through this process, please don't hesitate to reach out. I'm here to support you every step of the way.