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AngelaLee1
July 13, 2023
Question

Restrict visibility of business dashboard

  • July 13, 2023
  • 1 reply
  • 0 views

Does anyone know how I can restrict access to the Business Overview dashboard for 'standard users'? The permissions are very crude in QuickBooks - All or nothing

 

I do not want employees to see all my company financial information on the dashboard but they need to have access to sales & purchasing as standard users. I cannot see a way of restricting access and visibility at a more granular level. The dashboard shows sensitive information that I do not want my staff to see but it seems I cannot restrict access to it for standard users.

 

Any ideas?

1 reply

L
LeizylM
July 13, 2023

Hi there, AngelaLee1. I'd be glad to share some information about user permission in QuickBooks Online (QBO). 

In QBO, you can set up users with different roles. When adding them, you can choose what they can do in most areas of your account. However, the ability to remove and restrict users (Standard Users) from viewing the dashboard isn't available in QBO.

 

I can see how this functionality would be helpful to your business. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

You can also track feature requests through the Customer Feedback for QuickBooks Online.

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

Let me know in the comment section if you have other questions about managing users. The community is always at your back. Have a wonderful day ahead.

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