Access permissions in QuickBooks Enterprise Solutions
set up permissions
permissions
roles
Watch a 7-minute tutorial about permissions
QuickBooks Enterprise Solutions enables you to create users and assign roles
to them. permissions, about, passwords, access areas, . Users are people in your company who access the company file. permissions, about, passwords, access areas, . Roles
are permission sets that can be created or modified, then assigned to users.
Roles allow flexibility and offer customization of access levels for different
users in your company.
Learn about rolesQuickBooks Enterprise Solutions comes with 14 predefined roles that
can be modified or duplicated. permissions, about, passwords, access areas, . You can also create new roles as necessary.
Example
Here are some of the permissions that are preset for a predefined role called Sales:
Access to Estimates, Invoices, Sales Orders, and Sales Receipts. permissions, about, passwords, access areas, . Access to
Sales Reports and Customer Lists. permissions, about, passwords, access areas, . Within each of these areas a user can be
granted the right to view, create, modify, print, or delete.
Once a role has been created, it can be assigned to one or more users in the
company. permissions, about, passwords, access areas, . Conversely, a user can be assigned multiple roles.
See also