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ejsconstruct
December 30, 2020
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Is there a way to customize a user dashboard so they only see what I need them to?

  • December 30, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by Nick_M

Hey there, ejsconstruct. 

 

Thanks for dropping by the Community today. While you can't actually customize the dashboard, you can manage and edit your user role permissions, what this will do will change what your user has access too. Which you have the ability to customize it to your liking. Here's how:

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Select Settings ⚙.
  3. Select Manage users.
  4. Find the user you want to edit. Then select Edit in the Action column.
  5. In the User type drop-down ▼ menu, select the new user type.
  6. Select the user settings, if applicable.
  7. Select Save.
  8. Ask the user to sign out and back into QuickBooks Online to see the updates.

Certain users don't count towards your user limit, like the Reports only or Time tracker roles. You can't edit these user permissions. If you need to edit that user, simply delete them. Then add them again with the correct role.

 

You can find, these steps as well as more information on the topic and an instructional video at the following link.

 

If there's anything else I can help with, feel free to post here anytime. Thanks and I hope you have a great day.

1 reply

N
Nick_MAnswer
December 30, 2020

Hey there, ejsconstruct. 

 

Thanks for dropping by the Community today. While you can't actually customize the dashboard, you can manage and edit your user role permissions, what this will do will change what your user has access too. Which you have the ability to customize it to your liking. Here's how:

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Select Settings ⚙.
  3. Select Manage users.
  4. Find the user you want to edit. Then select Edit in the Action column.
  5. In the User type drop-down ▼ menu, select the new user type.
  6. Select the user settings, if applicable.
  7. Select Save.
  8. Ask the user to sign out and back into QuickBooks Online to see the updates.

Certain users don't count towards your user limit, like the Reports only or Time tracker roles. You can't edit these user permissions. If you need to edit that user, simply delete them. Then add them again with the correct role.

 

You can find, these steps as well as more information on the topic and an instructional video at the following link.

 

If there's anything else I can help with, feel free to post here anytime. Thanks and I hope you have a great day.

    E
    ejsconstructAuthor
    January 4, 2021

    Thank you!! This looks like it will help with what I need.

    JasroV
    JasroV
    January 4, 2021

    You’re always welcome, @ejsconstruct.


    I’m glad the steps shared by my college above help solved your queries.

     

    In addition to this, you might want to visit our QuickBooks Support page for your future reference. There, you can browse some of the articles that you can use for future guidance.

     

    In case you have any other concerns or questions managing users or with your QuickBooks Online (QBO) account, you’re always welcome to post a reply. I’ll be around ready to assist you. Keep safe and have a good one!

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