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newyorktutor
December 11, 2023
Solved

difference between company admin and standard all access users

  • December 11, 2023
  • 1 reply
  • 0 views

What are the different permissions allowed to 

--company admin

--primary admin

--standard all access user

 

Thanks

Best answer by MJoy_D

I can provide you with a brief overview of the different permissions allowed to a company admin, primary admin, and standard all-access user, @newyorktutor. 

 

The primary admin has the highest level of permissions within a company account. By default, the primary admin is the person who initially set up the account. Technically, both the company admin and primary admin have the same level of access to QuickBooks. They can access every part of their QuickBooks Online (QBO) account. However, the company admin is unable to modify or revoke the primary admin's access. 

 

The standard all access user can can access everything for customers and sales as well as vendors and purchases. You can refer to the following article for more information about the different options for user roles and access permissions: User roles and access rights in QuickBooks Online. 

 

If you need help with adding, managing, or deleting user profiles, you can check out the following reference: Add and manage users in QuickBooks Online. 

 

Let me know if you if you have follow-up questions about the primary, company admin, and standard all access user. I'm always here to answer them for you. Have a great day!

1 reply

MJoy_D
MJoy_DAnswer
December 11, 2023

I can provide you with a brief overview of the different permissions allowed to a company admin, primary admin, and standard all-access user, @newyorktutor. 

 

The primary admin has the highest level of permissions within a company account. By default, the primary admin is the person who initially set up the account. Technically, both the company admin and primary admin have the same level of access to QuickBooks. They can access every part of their QuickBooks Online (QBO) account. However, the company admin is unable to modify or revoke the primary admin's access. 

 

The standard all access user can can access everything for customers and sales as well as vendors and purchases. You can refer to the following article for more information about the different options for user roles and access permissions: User roles and access rights in QuickBooks Online. 

 

If you need help with adding, managing, or deleting user profiles, you can check out the following reference: Add and manage users in QuickBooks Online. 

 

Let me know if you if you have follow-up questions about the primary, company admin, and standard all access user. I'm always here to answer them for you. Have a great day!

    A
    allvolleyball
    January 16, 2025

    - example - I am setting up AP Manager, but don't want give my AP Manager the authority to delete an invoice. I can't see how I can turn that off

    F
    FateCandylaneT
    January 16, 2025

    Managing user permissions on your account ensures accurate tracking of your transactions, allvolleyball. I'll add insight into this.

     

    In QuickBooks Online, users with the Accounts Payable Manager role have comprehensive access to expenses, vendors, and A/P reports. This role is strictly limited, with no access to Sales, including the ability to delete invoices, nor does it have permissions for Accounting, Customers, Budgets, or Payroll transactions.

     

    Thus, A/P Managers are unable to delete customer invoices. If you're referring to these entries as Bills, they have the full authority to modify them. You can refer to this guide for more information: User roles and access rights.

     

    In addition, if you've noticed unusual changes to your sales invoices, I recommend reviewing the audit log to identify who made specific modifications to your entries.

     

    You may also verify the role given to the user to ensure accurate permissions are authorized to them. To do this:

     

    1. Go to the Gear ⚙ icon and select Manage Users.
    2. Find the user you want to edit, then click Edit in the Action column.
      • You can change the user role from the Roles ▼ dropdown.
    3. Review other details. Then, Save.

     

     

    Additionally, you'll want to seek additional guidance from our Live Expert Assisted team to help you manage user permissions and provide assistance in keeping track of your overall transactions.

     

    Furthermore, I'll include this reference to help you review customer-paid invoices in your file: Record invoice payments in QuickBooks Online.

     

    Just let me know on this thread if any additional questions arise when managing access rights in your account. I'll make sure to provide further help. Take care.

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