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Access permissions in QuickBooks

Access permissions in QuickBooks

set up permissions

permissions

roles

The QuickBooks Administrator can give a user access to any or all of these areas when he or she sets up the user's password:

For each of these areas, the QuickBooks Administrator can also give a user the ability to Change or delete transactions

See also

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 roles

QuickBooks 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

KB ID# H_PERMISSIONS_ALL
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11/7/2009 5:05:33 PM