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August 1, 2021
Question

Why does the Cabinet's team member can see the cabinet's cashflow-global-overview ?

  • August 1, 2021
  • 1 reply
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1 reply

August 2, 2021

Hello kevin-td676-gmai,

 

QuickBooks Online is a dynamic program that simplifies the way you manage the users on your account. It's important you're aware of the users and their permissions on your account. I'll be happy to assist by sharing more information about users in QuickBooks Online. 

 

Based on what you've described, I encourage you to review the users on your account and verify if the roles are set up correctly. Here's how: 

  1. Select the Gear icon⚙.
  2. Select Account and settings or Company Settings.
  3. Select Manager users.

When you have a minute, check out this article here with more info on User types and user permissions in QuickBooks Online. Give this a try and if you have questions, don't hesitate to reach back to me in the comments below. I'll be one message away. :)