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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.

External expando to task_create_role_from_predefined.html
  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. The new role is displayed in the Role List.

See also

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