Hello, audit-eminence-m. Thanks for taking the time to post your inquiry about user management in QBO. The Roles tab for customizing a user permission is only available in the Advanced versions of QBO. For now, this is only offered in select regions such as the US, UK, Canada, and Australia. For other regions, these preset permission levels can be assigned when adding new users: All access for Primary Admin and Company AdminLimited for Standard users (customer and sales, suppliers and purchases)None for Time tracking and Reports only users You can also follow these steps on how to assign these roles when inviting a user: Go to the Gear or Settings ⚙ icon and select Manage users.Click Add user, then enter the user’s name and email address.In the drop-down list for Roles ▼, select a preset role that you want to assign to the user.Review the features this role gives access to. You can expand each section.Select the Account management settings you want to manage (if applicable for the chosen role).Click Send invitation. Let me share these articles for more details about user management in QBO: Add And Manage Users In QuickBooks OnlineUser Roles And Access Rights In QuickBooks Online Please feel free to post any follow-up questions you have about inviting and setting user permissions, audit-eminence-m. I'd be happy to provide additional guidance about user management capabilities as well as working in QBO in general.

Question

Roles Tab not available under User manage menu, how to customize roles for each accesses.

Forum|Forum|2 years ago
February 8, 2024
1 reply
4 views

No text available

QuickBooks Online - International

JenoP

QuickBooks Team

Hello, audit-eminence-m. Thanks for taking the time to post your inquiry about user management in QBO.

The Roles tab for customizing a user permission is only available in the Advanced versions of QBO. For now, this is only offered in select regions such as the US, UK, Canada, and Australia.

For other regions, these preset permission levels can be assigned when adding new users:

All access for Primary Admin and Company Admin
Limited for Standard users (customer and sales, suppliers and purchases)
None for Time tracking and Reports only users

You can also follow these steps on how to assign these roles when inviting a user:

Go to the Gear or Settings ⚙ icon and select Manage users.
Click Add user, then enter the user’s name and email address.
In the drop-down list for Roles ▼, select a preset role that you want to assign to the user.
Review the features this role gives access to. You can expand each section.
Select the Account management settings you want to manage (if applicable for the chosen role).
Click Send invitation.

Let me share these articles for more details about user management in QBO:

Please feel free to post any follow-up questions you have about inviting and setting user permissions, audit-eminence-m. I'd be happy to provide additional guidance about user management capabilities as well as working in QBO in general.

O

Omilaj

Hi, had the same issue and came across they when searching. So in Asian region we don't have option. what is the best way If I have to do below.

1. Wanted to have a user who can enter transaction (expenses/income) in which he can attached evidence (paper receipt ) related to the transaction.

2. Also user able to see transaction entered by him only

As a admin , I can assign these transactions to different project / accounts after assessing each transaction.

Can we able to do this in quick book , if so which plan (in Asian region) , what are the option I have ?

M

MirriamM

QuickBooks Team

Welcome to the thread, Omilaj. I'll be happy to answer your question.

In the QuickBooks Online (QBO) International region, you can add a user as a Standard limited customers and suppliers. However, this access will not restrict the user to view their own created transactions.

To learn more about the things the user can and can't do, you can see the details below.

They can:

Enter estimates, invoices, sales receipts, credit notes, refunds, charges, and credits
Create and delete statements
Receive payments from customers
Fill out timesheets for anyone
Add, edit, and delete customers, suppliers, products, and services
View customer registers
View customer and A/R reports
View supplier and A/P reports
Enter bills from suppliers
Pay bills, write and print cheques, and view cheque reports
Make bills and purchases billable to customers
Enter cash and credit card purchases
Add, edit, and delete projects
Add invoices, expenses, bills, time, purchase orders, project estimates, and receive payments to projects

They can't:

Add, edit, and delete accounts and quantity on hand
View bank registers
See total income and expense amounts on Home, Supplier, and Customer pages

To add this user role, here's what you'll need to do:

Go to the Gear icon at the top and choose Manage users.
In the Manage users page, click the Users tab.
From there, click the Add user button.
Enter the Personal info from the Add a new user page.
In the Roles section, choose Standard limited customers and suppliers.
Click on the View all permissions dropdown to review user permissions.
Click Send invitation once done.

After that, have the user check their email to accept the invitation by clicking the Let's go link in the email.

As for your concern about which plan has this option, it is available to all plan. However, it depends on your plan of how many users you can add.

For more details on handling your users in QBO, check out this article: Add and manage users in QuickBooks Online.

If you have follow-up questions, let me know by commenting below, Omilaj. We're here to answer them for you.

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