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A
aschneller
June 27, 2022
Question

Unable to add Group for Defining Activity Access Level in a Role

  • June 27, 2022
  • 3 replies
  • 0 views

I have followed instructions on setting up a customer group and that is set up fine.

 

However, when I go to set up a Role and go to Areas and Activities, then Centers and select Customer Center, there is no option to create a Custom Activity Access Level. 

 

Is this a feature that needs to be activated? Anyone know why it wouldn't be showing up?

3 replies

C
CharleneMaeF
June 27, 2022

I'll help you figure out the cause of this, aschneller.

 

The Area Access Level section is always available when you're setting up a user role. We don't have to turn on any option to have this. Since it's missing on your end, let's perform some troubleshooting steps to rectify.

 

To start, I'd suggest closing QuickBooks Desktop. Then, reopen it. The program may need to restart. You can do this by going to File and choosing Exit.

 

If the issue persists, let's run the Verify and Rebuild Data utility to fix this. The tool scan data issues within the company file and self-resolves them. Before proceeding, make sure QuickBooks is updated. This way, the program will have the latest features and fixes. 

 

To verify data:

  1. Open the company file.
  2. Click the File tab at the top menu.
  3. Select Utilities.
  4. Choose Verify Data.

 

To rebuild data:

  1. Open the company file.
  2. Click the File tab at the top menu.
  3. Select Utilities.
  4. Choose Rebuild Data.

For more details, please see this article: Verify and Rebuild Data in QuickBooks Desktop.

 

Once resolved, you can now modify the access level.

 

I've also included an article that'll guide you on how to add, edit, and troubleshoot QuickBooks Desktop user login issues. This ensures you're able to assign the correct access to everyone: Roles Restriction.

 

Let me know if there's anything else I can help you with modifying your access. Just leave a comment below. I'll get back to you.

A
aschnellerAuthor
June 30, 2022

I verified the data and rebuilt the data as you suggested, but the feature still doesn't appear.

Not sure where to go from here. Any suggestions?

 

I have attached a .pdf that shows what I am seeing. Looking online, the feature should show up at the bottom of the Activity Access Level column.

JenoP
JenoP
June 30, 2022

Thanks for keeping us posted, aschneller.

 

It looks like the PDF attachment for the screenshot was not saved successfully. Please reply back to us and attach the file again so we can check what you see in your QuickBooks file. 

 

We look forward to your response so we can sort this out. Thanks.  

J
just reading
March 7, 2023

I have this same problem. Has this been resolved?  I've talked to several people at QB and I get a different answer every time.  This is a huge problem.  We need to be able to restrict user access to certain groups.  When is this going to be addressed?

K
Kevin_C
March 7, 2023

I'd like to ensure that we're on the same page so I can provide you with the correct information regarding your user access concern, @just reading.

 

Can I ask for further details about which specific role and to which areas you are trying to restrict the user? Any additional information can help us narrow things down.


I'd appreciate any additional details you can provide. I’m looking forward to your reply. Keep safe!

S
shaidhbk3311
March 10, 2023

after creating group i can not define it for user

when creating user role at center there is no define button to define group for user

check attachment the radio button and define button are not showing. if it will show then it will work.

 

G
GlassgirlCA
September 20, 2024

Hello,

Has anyone come up with a solution for this issue.

I was having the same happen where the Custom feature did not appear. After spending 4 hours on the phone with Intuit support they said I have the Enterprise Gold and need to have the Enterprise Platinum.

I upgraded to Platinum and had my IT provider download on the server and the workstations and he even tried all the fixes stated by others and NO CUSTOM BUTTON!!!

Called QB Support again this morning and they are now stating needs to be upgraded to Platinum Accountant?????Why????? What would an accountant know about Customer and Vendor level permissions???

Called Raeann Salter as she has a YouTube channel that goes through all the steps (very very nice lady if you need anything, and very informative), and she said she is on the Platinum, no Accountant, and it's working.

I'm out of ideas and it's been extremely frustrating, especially the price we pay for only 6 users.

Please if you have any updates or information regarding this issue, let me know.

Thank you again!

 Angie

J
Jelayca V
September 20, 2024

Thank you for reaching out and providing the details of your situation, @GlassgirlCA. It’s clear that you’ve dedicated significant time and resources to resolving the absence of the Custom feature, and I'm here to help you navigate the situation.

 

Please know that for the Custom button to appear, you'll first need to click the Centers button and select the specific center for which you want to create a custom level of access and permissions. It’s essential to choose a center, as this is the only area where you can customize record-level permissions.

 

If the Custom button still doesn’t appear after selecting a center, you'll want to consider upgrading your subscription to QuickBooks Desktop Accountant. This version includes additional features that can enhance your ability to manage user permissions effectively.

 

For more information on managing users in QBDT, please refer to this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Additionally, you can refer to this material to understand the various areas, activities, and access levels associated with different roles in QBDT: Areas, Activities, and Access Levels.

 

Come back to this post if you have any other concerns about user permissions in QBDT. I'll be around to lend a hand.

G
GlassgirlCA
September 20, 2024

Thank you for getting back to me Jelayca, however we have tried all that and the Custom feature is not there. Also in speaking with other QB support team members they confirmed I don't need the accountant version, the platinum version should allow this function.

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