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Highlighted
Level 4

Standard User Rights Issue

Hi All,

 

We have created a Standard User and found below observations:

 

Standard User Rights

Dashboard

Banking

Invoicing

Expenses

Employees

Reports

Taxes

Accounting

All

Allowed

Allowed

Allowed

Allowed

Allowed

Allowed

Allowed

Allowed

Only Customers

Limited

Not Allowed

Allowed

Not Allowed

Not Allowed

Limited

Not Allowed

Not Allowed

Only Suppliers

Limited

Not Allowed

Limited

Allowed

Allowed

Limited

Not Allowed

Not Allowed

Both (Customers & Suppliers)

Allowed

Not Allowed

Allowed

Allowed

Not Allowed

Limited

Not Allowed

Not Allowed

 

There seems a bug – If Employees section is accessible if Standard user is provided limited access with Only Suppliers selection (via checkbox check marked) –  then why the Employees section is NOT accessible if Standard user is provided limited access with both the Suppliers and the Customers (both checkbox check marked).

 

Kindly confirm if there is understanding issue or system’s bug.

 

Regards,

Abdul Rehman.

Solved
Best answer October 03, 2019

Best Answers
Highlighted
QuickBooks Team
QuickBooks Team

Standard User Rights Issue

We appreciate you for providing an observation table, Abdul Rehman.

 

The Employee section is only accessible if you choose the limited access rights for Suppliers only. This right access setup asks you for Time tracking settings if your employee or supplier submits their timesheets.

 

However, if you choose the limited access for Customers only or both Customers and Suppliers, then the users can't access the Employee section.

 

For more details about user types, you can check out this article: Learn about user types in QuickBooks Online (QBO).

 

I have articles here about managing users in your account:

 

Please reply to this post if you need anything else with adding users in QBO. I'm here to help.

View solution in original post

12 Comments 12
Highlighted
QuickBooks Team
QuickBooks Team

Standard User Rights Issue

We appreciate you for providing an observation table, Abdul Rehman.

 

The Employee section is only accessible if you choose the limited access rights for Suppliers only. This right access setup asks you for Time tracking settings if your employee or supplier submits their timesheets.

 

However, if you choose the limited access for Customers only or both Customers and Suppliers, then the users can't access the Employee section.

 

For more details about user types, you can check out this article: Learn about user types in QuickBooks Online (QBO).

 

I have articles here about managing users in your account:

 

Please reply to this post if you need anything else with adding users in QBO. I'm here to help.

View solution in original post

Highlighted
Level 4

Standard User Rights Issue

Hi,

 

Please guide that what will be charges if I don't want to allow access of Employee if only Supplier check box is check marked against Standard user setup?

 

Regards,

Abdul Rehman.

Highlighted
QuickBooks Team
QuickBooks Team

Standard User Rights Issue

Good to hear from you, Abdul Rehman.

 

The option to restrict the users to access the Employee section when choosing the Suppliers access rights is unavailable. You can only hinder the users to access it if you choose the limited access for Customers only or both Customers and Suppliers.

 

You can always go back to this thread if you need anything else with user's access rights. I'm always here to help.

Highlighted
Level 4

Standard User Rights Issue

Hi,

 

I do agree with you. Now my query is that if we need certain type of customization in any functionality or report etc. then what will be the cost for that change(s). Or QBO doesn't support any customization in the product and user has to use it as is.

 

Regards,

Abdul Rehman.

Highlighted
QuickBooks Team

Standard User Rights Issue

There are no additional charges when editing a user's access in QBO, Abdul.

 

However, you can only select the existing types and scope of access given in the articles that were shared by RCV. I'll be sending feature request to our engineers about adding more options when setting up user access. 

 

They always consider customer feedback and requests whenever updates are designed. 

 

Please continue to post questions in the Community. The QuickBooks Team is always here to guide you. 

 

Highlighted
Level 4

Standard User Rights Issue

Hi JenoP,

 

Probably my query was not clear. However, I am sharing my understanding for your review and feedback.

 

1. "Means if any customization is needed in intended functionality then the requirement will be incorporated in next/updated version of the product and user will wait till that time"

Or
"QBO team will charge for the customization for the requesting user only"

 

2. "If any user needs to develop own customized report - then how QBO team will  facilitate to do so. Will the QBO team provide access to respective db/tables"

Or

"The new customized report will be incorporated in the list of available reports in next version"
Or

"QBO team will charge to create the customized report and provide to requesting user only"

 

Regards,

Abdul Rehman.

 

Highlighted
Anonymous
Not applicable

Standard User Rights Issue

hi @Abdul Rehman ,

There are so many add-on for QBO in the market. Let us know what kind of feature in QBO do you want to replace or integrate with.

Highlighted
Level 1

Standard User Rights Issue

I think you are in the international version where the standard user for limited rights for customers and supplier can view the transaction in expenses as well as the transaction details by accounts ( which is supposed to limit for an accountant)  

 

In the standard user with Limited Rights could not generate any inventory reports as well as some of the reports such as Sales by Products /Service Summary . stock take worksheet.

Inthe who owes you; Invoices and receive payments and open invoices report is missing.

 

However, in US version, the admin user could assign different standard user role for different rights.

Highlighted
Level 1

Standard User Rights Issue

Please advice if the international team has any plan for an improved version, cause the current version does not seem right for the standard user to have rights to be able to see sensitive information such as bank transactions. 

Highlighted
Moderator

Standard User Rights Issue

Thank you for posting here in the Community, @hktan.

 

Let me share what I know about the access rights in QuickBooks Online.

 

Right now, updates for the standard user access are still unavailable for the International version. I know how crucial for other users being able to see sensitive information.

 

We always update the features in QuickBooks Online, and this preference might be considered in the future. For the time being, you can visit our blog and sign up to our Newsletter.

 

This way, you’ll get email updates about any changes in the product. Our developers get inspiration from customers, so your voice makes a huge impact.

 

Additionally, I recommend the following resource, which contains some information about user types, as well as changing the access:

 

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here ready to help you. Have a good one.

Highlighted
Level 1

Standard User Rights Issue

Hi

 

Yes, I believe your developer team is working on it.

The user rights issues where standard user can access to sensitive information such as transaction details by account including cheques but cannot have access to inventory summary and details report must make known to the potential buyer unless you are getting it fixed soon. Otherwise, it is going to be disastrous.

 

Thank You

 

 

Highlighted
Level 1

Standard User Rights Issue

 

Just to add on to my earlier comment on the QuickBooks international version:

For those who subscribe to Plus version, only admin and master admin can generate inventory report but not the standard user.

The standard user (with supplier rights or both customer and supplier right) can generate cheque and expense transaction (including paycheck) to view and made changes.

 

Hope to the developer team can come up with a solution soon.

 

Thank You