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Why should I use roles?

Roles enable you to define access to areas and activities in your QuickBooks company file. By using roles, you can keep your company file more secure by granting users access to only the activities in QuickBooks they need.

When you create a role, you define the level of access for each function in your company that requires access to the company file. Once you've created roles for positions in your company, you can then assign those roles to individual users. You can assign a single role to multiple users, and assign multiple roles to a single user.

For example:

  • Ann is your sales manager. You can create a role called "Sales Manager," set the level of access for the role, and then assign that role to Ann.

  • Carol is a member of your shipping staffpayroll department. You can create a role called "Shipping Staff""Payroll Department", set the level of access for the role, and then assign that role to Carol.

See also

KB ID# H_WHY_ROLES
12/8/2016 3:54:48 AM
PPRDQSSWS400 9138 Pro 2017 851918