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October 9, 2020
Question

How to add extra users & customs users?

  • October 9, 2020
  • 1 reply
  • 0 views

Hello!
1. How do I add extra users (over 5) - need to add more sales reps who can do invoices & dispatches, see details for their sale contracts but not everything there is on the firm.

2. How do I add custom users (where I can customise access levels)? Help file (accessed from inside QB) mentions that I need some sort of subscribtion over "Plus" level (what we have now), but I see no way to upgrade.

1 reply

Fiat Lux - ASIA
October 9, 2020

Consider having a CRM app for your sales team. They don't need to access your QBO account.