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Modify a role

Only the QuickBooks Administrator can modify a role.

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

  2. Click the Role List tab.

  3. Select the role you want to modify and click Edit.

  4. Verify that the role name is correct. You can change it, if necessary.

  5. (Optional) Change the description, if necessary.

  6. Select an Area or an individual Activity and change the access level.

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    What's the difference between the access levels?

  7. Continue through the Areas and Activities, specifying access levels.

  8. When you're finished, click OK.

    Any users who have the modified role assigned to them will see the changes the next time they log in to the company file.

If you want to create a new role that closely resembles an existing role, you can duplicate the existing role. Then, make changes and save it using a new role name.

See also

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