About roles

roles

set up roles

Watch a 7-minute tutorial about permissions

In QuickBooks, a role includes or restricts access to areas used by certain separate functions within your company, such as Accounts Payable, Accounts Receivable, Sales, Purchasing, and Human Resources. roles^setting user permissions, roles, overview, .

Within each of these roles, you can assign detailed tasks. roles^setting user permissions, roles, overview, . For example:

• The Banking role is defined as having full access to checks, credit card charges, deposits, and online banking. roles^setting user permissions, roles, overview, . You may want to edit the role to suit the needs of your company by granting access to invoices.

• The Sales role might include access to cash sales, estimates, invoices, sales orders, and sales reports.

• The Purchasing role might include access to purchase orders and purchasing reports, and restrict access to payroll and banking.

Why should I use roles?

Once you've created a role, you can assign that role to one or more users and control the areas and activities that they have access to in QuickBooks. roles^setting user permissions, roles, overview, . You can create and modify roles for your company and then assign those roles to the appropriate users.

Example

See also

• Roles overview

• Creating a role

• Assigning a role to a user

• About predefined roles