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December 17, 2021
Question

Edit user roles

  • December 17, 2021
  • 1 reply
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1 reply

MonicaM3
December 17, 2021

Hello @mquiroga-silvers.

 

Thank you for reaching out to the Community. I hope you’re having a great day.

 

I’d be happy to help you edit or manage user roles and permissions:

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Select Settings ⚙.
  3. Select Manage users.
  4. Find the user you want to edit. Then select Edit in the Action column.
  5. In the User type drop-down ▼ menu, select the new user type.
  6. Select the user settings, if applicable.
  7. Select Save.
  8. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

 

Easy as that! Let me know if you have any additional questions or if I can help you in any other way. I’m a quick click away.

 

Take care.