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bennyslabor-gmai
March 12, 2024
Question

I'm new to QB online.Called a few times the help line.Sadly I know better than what they do.Being dragged on the phone for an hour with no solution to my concern.

  • March 12, 2024
  • 1 reply
  • 0 views
I'd like to create a new custom role in the manage users section.
It says online "Select the Roles tab, then "
However, I don't have the option to "select Add role"

1 reply

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Erika_K
March 12, 2024

I appreciate your efforts and time in bringing this concern to us, benny. I'll provide further information about selecting roles. 

 

The custom role feature is only available in QuickBooks Online (QBO) Advanced. If you don't have an option, you may want to consider upgrading your plan. Then, we can add custom roles. 

Let me show you how:

  1. Go to Settings and select Manage users. 
  2. Choose the Roles tab, then hit Add role.
  3. Enter a Role name and Role description.
  4. Select what the user role can access in QuickBooks, then click Save Role.

 

Here's an article for more info: Add and manage custom roles in QuickBooks Online Advanced. 

 

I'll add these resources to help you with user management and number of accounts or users you can have within the program: 

 

 

Let me know if you have additional questions about managing users in QBO. I'll be here to assist. 

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bennyslabor-gmaiAuthor
March 12, 2024

Thank you Erika for your reply.

Please read my initial post, "I don't have the option "Add role".

I have Online QuickBooks Plus.

Do I need to change my plan?

Thank you.

MJoy_D
MJoy_D
March 12, 2024

You're welcome, bennyslabo. It's our pleasure to help.

I can share additional information about adding custom roles in QuickBooks Online.

 

The option to create a new role in QuickBooks Online is only available for QuickBooks Online Advanced subscribers. If you wish to access this feature, we recommend upgrading your subscription to QuickBooks Online Advanced. To learn more about upgrading your subscription, you can check out this article: Upgrade or downgrade your QuickBooks Online edition. 

 

After upgrading your subscription, you can go to the Manage users section from the Gear icon and selecting Add Role to start creating a new role. You can find a screenshot of this below:

 

Once you have upgraded to QuickBooks Online Advanced, you can create a new role and assign it to a new user. You can find more information on how to do this in this article: Add and manage custom roles in QuickBooks Online Advanced. 

 

You can also use the audit log to track the activities of your users. To learn more about this feature, you can read this article: Use the audit log in QuickBooks Online. 

 

If you have any further questions or concerns about adding a custom role in QuickBooks Online, please let us know by leaving a reply below. We're always here to help. Stay safe and have a great day!

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