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Creating a new role from an existing role

Only the QuickBooks Administrator can create a role.

You can create a new role by duplicating an existing role and then modifying it.

You can start with a predefined role or a user-created role, then enter a new name and make modifications.

  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 an existing role.

  3. Click Duplicate.

  4. Enter a new name for the role.

  5. Enter the description for the new role.

  6. Change the access levels for each area and activity as desired.

    About access levels

  7. When you're done, click OK. The new role is displayed in the Rolelist.

See also

KB ID# H_PERMISSIONS_CREATE_ROLE_FROM_PREDEFINED
9/28/2016 11:47:33 AM
QYPPRDQBKSWS08 9138 Pro 2017 ea8626