Watch a 7-minute tutorial about permissions
&qb_enterprise_solutions; enables you to create users and assign roles
to them. Users are people in your company who access the company file. 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
&qb_enterprise_solutions; comes with 14 predefined roles that
can be modified or duplicated. You can also create new roles as necessary.
The following is an example of a predefined role called Sales. Listed below are the activities that are preset for this role.
Following is an example of a predefined role called Sales, and the permissions that are preset for the Sales role:
Access to Estimates, Invoices, Sales Orders, and Sales Receipts. Access to
Sales Reports and Customer Center. 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. Conversely, a user can be assigned multiple roles.
Adding a new
Creating a role
About predefined roles
How permissions transfer from an older
version of QuickBooks