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KennyTay
February 22, 2021
Question

Sales Person User Role

  • February 22, 2021
  • 1 reply
  • 0 views

Hi, I am expanding the sales team but I cannot allow each individual sales to see another salesperson customers, estimates or AR. Is it possible to restrict?

1 reply

Adrian_A
Adrian_A
February 22, 2021

Yes. We can do this by limiting their access, KennyTay.

 

Let me guide you with these steps:

 

  1. From the Gear icon, select Manage users.
  2. Click Add user.
  3. Select Standard user and then click Next.
  4. Tick the Limited button.
  5. Select Suppliers.
  6. Click Next.
  7. Follow the on-screen instructions to successfully setup the user.

 

I've also added this reference on how we can manage the user's access: Add and manage users in QuickBooks Online.

 

Let me know if there's anything that I can help. Have a good one!

K
KennyTayAuthor
February 22, 2021

Hi, 

 

Your solution is for the user to be able to see only supplier. What I meant is that I have 2 sales person, they can create estimates and customers but they can only see their own customers and estimates. 

 

The reason for this is, when the sales team gets bigger, we do not want all customers data from all the sales person to be seen by the rest of the sales team,

Kristine Mae
Kristine Mae
February 22, 2021

Thanks for the clarification, KennyTay. Let me explain how it works.


When you set up a standard user limited to customer and sales, they can see all sales transactions. We're unable to set a restriction to a specific customer only.

 

I'll add this article to help you learn more about the different options for user roles and access permissions: User roles and access rights in QuickBooks Online.

 

If any questions arises, don't hesitate to let us know. We'll respond as soon as we can. Take care!

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