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February 9, 2024
Question

Hi I want to add a user with limited access he must only be able to load products and create estimates?

  • February 9, 2024
  • 1 reply
  • 0 views
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1 reply

Adrian_A
Level 8
February 10, 2024

Hi,

 

I'm here to share more information about adding a user.

 

Having the option to add a user to only add items and create an estimate is unavailable. However, you can limit their access to Standard limited customers only. This user has access to Sales, Inventory, Lists, Reports, and Time tracking

 

Here's how:

 

  1. From the Gear icon, select Manage users.
  2. Click Add user.
  3. Enter their First name, Last name, and Email.
  4. Under Roles, select Standard limited customers only.
  5. Review their access.
  6. Select Send invitation.

 

Furthermore, I've added this article to know the different roles available in QuickBooks Online: Manage users.

 

Keep me posted anytime you have concerns about adding users.