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October 2, 2024
Question

If i want a member of my team to see the clients added by me , what level of access should be given to them . At the moment it has been set as Standard all access

  • October 2, 2024
  • 1 reply
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1 reply

October 2, 2024

I know which user roles have permission to view the clients you've added to the system, altaf. Let me equip you with this information to help you with your task.

 

QuickBooks Online has specific roles that let team members access and manage customers. You can assign it to your team so they can see the customers you've added and perform related duties.

 

Here are the following roles:

 

  • Standard all access
  • Accounts receivable manager
  • Standard limited customers and suppliers


For a more detailed discussion, please refer to this article: User roles and access rights in QuickBooks Online.

 

On the other hand, if you want to keep track of the changes within your company file, you can use the audit log. It can also tell you when and who made these updates on your data.

 

We encourage you to reply below if you have more questions about access rights and permissions in QuickBooks Online. You can be confident that we're always available to assist you with further needs.