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keira2
Level 1

Why can't i see roles in mange users?

HOw do I create roles in manage users?
1 Comment 1
MoiraskyeT
QuickBooks Team

Why can't i see roles in mange users?

There may be an issue with your browser, which is why you can see your roles in the Manage user section, Keira.

 

To fix this, we can follow some troubleshooting steps for your browser. These steps will help us determine if the issue lies with the browser you are using, which is preventing you from seeing the roles in the manage user section.

 

First, clear the cache to resolve issues, such as being redirected to the Manage Roles section. If the problem continues, try using a different supported browser.

 

On the other hand, here are the steps to add new roles to your QuickBooks account:

 

  1. Navigate to Settings and choose Manage Users.
  2. Click on the Users tab, then select Add User.
  3. Enter a Role name and Role description.
  4. Specify the access permissions for the user role in QuickBooks, then click Save Role.

 

For more information on how to manage custom roles in QuickBooks Online (QBO), please refer to this article: Add and manage custom roles in QuickBooks Online.

 

If you would like to update the primary admin of your QuickBooks account, please access this article: Change the primary admin user.

 

You can always return to this forum if you have more questions about managing roles in QBO. We will be happy to assist you.