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January 12, 2022
Question

How to create a user with hr access only?

  • January 12, 2022
  • 1 reply
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1 reply

Jessica_young
January 12, 2022

Hello there, wilkestechnologi.

 

Creating custom users is available in QuickBooks Online Advanced.  If this is the product you're using and you’d like to create a new custom role, you’ll just need to add the role and choose the different areas the role can access necessary for HR. Here's what you'll do:

  1. Go to Settings ⚙, then select Manage users.
  2. Select the Roles tab, then select Add role.
  3. Choose what the user role can access in QuickBooks, then select Next.
  4. Enter a role name and description.
  5. To preview Quickbooks from the view of the new custom user you’re creating, select Preview role. Then select OK when you've read the preview info. 
  6. Test the view of the new user role you’re creating by moving around QuickBooks and selecting different options to see what they can see. Remember, if you make changes to QuickBooks while in preview mode, they will be saved permanently.  
  7. If you’re ready to save the role, go to the preview banner and select the close icon ⓧ to close the preview.
  8. Then select Save.

If you're working within a lower tier of QuickBooks Online, you can choose from levels of roles.

  1. Company admin: A company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do, except edit or remove the primary admin's access.
  2. Custom user (QuickBooks Online Advanced only): This user can have specific access to areas in QuickBooks Online. This gives you even more control over what they see or do. For example, you can allow a custom user to see only the Bank Deposit screen. Learn more about adding custom users in QuickBooks Online Advanced.
  3. Standard User: You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions.

I'm linking a few helpful articles for you to look over:

Let me know if you have any other questions on roles within QuickBooks Online. I'm here to help!