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Kai-Wen TIen
Kai-Wen TIen
August 11, 2020
Question

How can I restrict some users access to employee centre in QB premier

  • August 11, 2020
  • 1 reply
  • 0 views

Hi,

Is it possible to restrict user access to employee centre in QB premier?

There are a lot of employee personal information in it so we don't want anyone other than payroll accountants to access these information.

 

Thanks!

 

Kai-Wen

1 reply

AddieC
AddieC
August 11, 2020

Hi there,

 

Restricting user access is all about keeping your personal information private. QuickBooks is designed with your security in mind, and it's essential for you to be able to have control over what users can see and access. Restricting access to areas such as the employee centre is simple. I'd be happy to explain how to do this.

Follow these steps to set up user restrictions:

  1. Go to the Company menu, then select Set Up Users and Password and then Set up Users.
  2. Select Add User or Edit User.
  3. Fill out the User Name, Password, and Confirm Password fields, then select Next.
  4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
    • If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting No Access, Full Access, or Selective Access.
  5. When done, select Finish.

The option to limit access to the employee centre will be displayed when you choose "Selected areas of QuickBooks". 

 

Here's an article you can use for your reference moving forward: QuickBooks Desktop Users and Restrictions. 

 

I hope this helps get you back on track. If you have any other questions, please don't hesitate to reach out to our tech support team.

 

Cheers. 

    Kai-Wen TIen
    Kai-Wen TIenAuthor
    August 11, 2020

    Hi,

     

    I tried the user setting. Let me explain it in more detail...

    I set up a user who has "no access" to payroll options.

    Although he cannot edit/view payroll transactions and the reports, he "can" view the employee personal information (phone/address/...etc) when he gets into "employee centre".

     

    Does anything wrong for our QB premier?

    AddieC
    AddieC
    August 11, 2020

    Hi power751124. Thanks for following up. When you're in the Role Access (areas and activities) window, you should see an option for Centres. Click to expand that section, and you should see the Employee Centre there. If you don't want the user to be able to see phone numbers, addresses, etc. then you'll need to set that to no access.

     

    If you have further questions or need any additional help setting this up, I'd encourage you to reach out to our tech support team. An agent can walk you through the process and share your screen to help get you back on track.

    Cheers.

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