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iwarner33133
April 3, 2024
Question

HR assist with Mineral platform on Quick books

  • April 3, 2024
  • 1 reply
  • 0 views

I have an HR person who I have given PR manager access to on QB online.  She can access the payroll portion but cannot access HR assist or the Mineral portion of the HR module.  Mineral can't help and QB staff is totally unaware of this module and keeps telling me I have to give them standard access which seems inappropriate as we will need to send out invites to employees to see various webinars and they just need to be registered to view the webinar not our QB.  Anyone else dealing with this?  I have called various QB help line and asked for call backs but no one can help me other than tell me PR manager access isn't sufficient.  I do need some answers if anyone has them.  Thank you in advance.

1 reply

Candice C
Candice C
April 3, 2024

Good afternoon, @iwarner33133. 

 

It's great to see you back in the Community! 

 

This guide will be able to provide you with all the details you need to choose the right user role for your HR person: 

 

User roles and access rights in QBO

 

I also recommend using this article to learn more about using human resources services in QBO Payroll Premium and Elite. 

 

If you have any other questions, don't hesitate to come back and let us know. Have a wonderful day!

I
iwarner33133Author
April 12, 2024

I am having a problem giving access to our HR manager to HR assist and Mineral

She had PR manager user but is being blocked to access the mineral platform 

I have been on line with several QB tech most of whom know nothing about this platform with no luck 

As the accountant/bookkeeper I have complete access. What do I need to do to give this person complete PR access including HR assist and Mineral access? 

 

A
Aldren18
April 12, 2024

I understand that going back and forth can be inconvenient for you, @iwarner33133. I will ensure that your HR manager has complete access to Payroll, including HR assistance, and Mineral access. 

 

To resolve this situation, you can remove the HR manager's user access from QuickBooks completely. This will reset any settings or permissions that might be causing the issue.

 

Once the access is removed, we can reinvite the HR manager. Just select the appropriate access level and permissions during the process and ensure the HR assist and mineral are included. I'll show you how:

 

To remove her as a user, follow these steps: 

 

  1. Go to Settings ⚙ and select Manage Users.
  2. Select the ellipsis icon on the user you want to delete, then select Delete.
  3. Select Delete user from the pop-up window to confirm.

 

To reinvite her, here's how:

 

  1. Click on the Gear icon ⚙ and select Manage Users.
  2. Go to the Users tab and click on Add User.
  3. Enter the user’s First name, Last name, and Email.
  4. Choose View all permissions from the Roles dropdown, then assign the custom permissions that you want to assign to your HR manager.
  5. Review the permissions, then select Send invitation.
  6. You’ll be asked to Create a custom role since you have used custom permissions.
  7. Enter the Custom role name and Role description.
  8. Choose Save role.

 

 For detailed instructions about the steps, see this link: Add and manage custom roles.

 

Once the HR manager has been reinvited, have them attempt to access HR Assist and Mineral again. 

 

If the problem persists after reinviting the user, I recommend contacting QuickBooks support once more. Explain the steps you've taken, including removing and reinviting the user, and describe the ongoing access issue. They can provide additional troubleshooting steps for this.

 

Additionally, I've included some resources that explain how Human Resources Services powered by Mineral Inc. works in QuickBooks Online Payroll: Use Human Resources Services in QuickBooks Online Payroll 

 

Should you have any further concerns about managing user roles and access rights in QuickBooks, please don't hesitate to post here. I'm always happy to assist you. Have a great day!

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