Create a role

Only the QuickBooks Administrator can create a role.

You can create a role from scratch or copy and edit an existing role.

1. Go to the Company menu, click Users, and then click Set Up Users and Roles.

2. Click the Role List tab and then click New.

3. Enter a new name for the role.

4. Enter a description for the new role.

5. Assign access levels for each area and activity in QuickBooks.

6. About access levels

7. When you're done, click OK. roles^setting user permissions, roles, creating, creating, roles, . The new role is displayed in the Rolelist.

See also

• Roles overview

• Modifying a role

• Assigning a role to a user

• Restricting access to payroll-related information