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July 31, 2024
Question

I want to add a salesman to the staff members, but I only want them to see the customer's and create customers, write invoices and see invoices, nothing else.

  • July 31, 2024
  • 1 reply
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I want to add a salesman to the staff members, but I only want them to see the customer's and create customers, write invoices and see invoices, nothing else.

1 reply

July 31, 2024

Welcome to the Community! Let me walk you through adding a user to your QuickBooks Online company.

 

In QuickBooks Online Advanced, you can create and manage custom user roles. However, if you've subscribed to another plan, you can choose from the different options available in your company.

 

Here's how to view the existing roles in QuickBooks:

 

  1. Go to the gear icon at the top-right corner of the screen.
  2. Under Your company, select Manage users.
  3. Click Add user.
  4. Navigate to the dropdown menu in the Roles section.

 

 

From there, you can choose a user role and view the permissions associated with it. Then, add your user with the role you want to assign.

 

Here are some available roles that closely match your description:

 

  • Accounts receivable manager - can see and do everything with sales, customers, and accounts receivable (A/R) reports.
  • Standard limited customers and suppliers - can see and do everything with Customers and Sales, and Suppliers and Purchases.

 

You can check this helpful resource for more detailed information about the available roles in QuickBooks Online: User roles and access rights.

 

Also, refer to this article for details on your subscription's specific usage limit: Learn about usage limits.

 

For future use, here's a guide on giving access to your accountant so they can review your books: Add accountant users.

 

Let me know if you have other concerns about adding and managing your team members in QuickBooks. I'll be around to ensure they're addressed as soon as possible. Keep safe!