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R
RWRobbins
November 30, 2022
Question

Can a secondary admin invite employees to QB Workforce?

  • November 30, 2022
  • 1 reply
  • 0 views

I am set up as the secondary admin for our QB Enterprise system.  Recently I was trying to invite a new employee to have access to the QB Workforce site.  But when I clicked on 'Managed Payroll Cloud Services' link, I received a message which stated, "Only the QuickBooks Administrator or an External Accountant can perform this action."  Does a secondary admin not have the ability to send these invites and/or access the cloud services?

1 reply

S
SirielJeaB
November 30, 2022

I appreciate you for reaching out to us, @RWRobbins.

 

Only the QuickBooks administrator or an external accountant has permission to send invites to new employees to the QB Workforce site. 

 

If you want to know what roles and permission a secondary admin can utilize in QuickBooks Desktop Enterprise, you can run a Permission Access by Roles report. Here’s how.

 

  1. Go to the Company menu, then select Users. 
  2. Click Set Up Users and Roles.
  3. Enter the administrator password, then click OK.
  4. Choose the Role List tab, then View Permissions.
  5. Select the roles you want to review, then select Display.

 

Please read this article if you want to update the users and roles: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Keep me posted if you have additional questions about managing users in QuickBooks Desktop Enterprise. Just click the Reply button below. Have a great day.

 

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