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DazDaw
November 4, 2023
Question

Employee Access using Roles

  • November 4, 2023
  • 1 reply
  • 0 views

I am trying to understand how I can set-up a 'Custom role' that will give user access to the mobile "Snap a Receipt" function and Time tracking, (without access to other company information). I was advised that the Advanced upgrade would provide this level of control. It appears that it doesn't from what i can see and feedback from the QB support team. I must be missing something, as I can't believe that a large proportion of QB businesses don't require exactly what I'm trying to achieve. If I use the "Expenses+Time tracking role I still don't get the "Snap a receipt" functionality, only the ability to upload an invoice from a photo. Any help would be appreciated. As new to QB's I can only hope I'm missing something obvious!

  

1 reply

Bryan_M
Bryan_M
November 4, 2023

We appreciate you for posting here, @DazDaw.

 

I understand how important on your end to customise user roles in terms of the "Snap of a receipt" function as well as "Time tracking". Let me share insights about this.

 

Currently, to customise the " Snap of a receipt" function together with "Time tracking" is unavailable in the QBO Manage user role option. This function is only available in the QBO mobile app. 

 

With that in mind, I recommend submitting feedback to our Product Engineers. It might be they can add this to our future product updates. Here's how: 

 

  1. Select Settings ⚙, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO.

 

In the meantime, you can follow this article to add and manage roles according to what's available. Just ensure you're the primary admin: Add and manage custom roles in QuickBooks Online Advanced.

 

If you want to learn how to change the primary admin user in your account, feel free to read this article: Change the primary admin user in QuickBooks Online.

 

For additional questions about managing custom roles, don't hesitate to come back here. Keep safe and have a good day.

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