Users and New User Role in QBO

In order to add a new User or Role, you must of Company Admin rights. If you do not see the “Manage Users” options int he gear icon, please message Joseph or Kris to get your permissions update or give them direction as to who/what needs to be update for the client.

Adding/Updating a User Role

To add or update a user role you will log into the client’s QBO file, and click on the setting “Gear” icon at the top right of QBO. You will then click on “Manage Users”.

Once the new window loads you will see at the top a tab for “Roles”. Click this tab.

You will then see all of the current roles that can be assigned. You can edit a specific role as you see appropriate, just remember that changing a role will affect all users who have been assigned that role.

Click “Add role” to create a new role, whether for a specific user or a group of users.

• You will give the new Role a name and a description. The description is optional, but it is highly encouraged to add details so it can be easily identified in the future if needed.
• Click through each section of permission (Sales, Expenses, Inventory, Lists, etc.); assigning the appropriate permissions for the role. *Be sure to verify with the client each option like viewing, adding, editing and deleting.
• Once you have set all of the appropriate permissions click “Save Role” at the bottom.
• Once you have the correct role(s) in place, you can assign it to each user as appropriate.

Add new user

You will need to be logged into the client’s QBO file, and click on the setting “Gear” icon at the top right of QBO. You will then click on “Manage Users”.

Once the new window loads you will see at the top a tab for “User”. Click this tab if is not already selected.

You will want to verify the client has enough license available to invite any new user. Each level of QBO subscription has a set number of users that can be added. Review this article for help.

• Click the “Add user” button at the top right
• Enter the user’s First and Last name, and their email address
• Using the dropdown, select the appropriate role
• Once assigned, review the permissions to ensure the user has everything they need access to, and ensure they do not have access to things they should not.
• Click the “Send Invite” button at the bottom of the screen to invite the user to QBO

Assign Role to user

You will need to be logged into the client’s QBO file, and click on the setting “Gear” icon at the top right of QBO. You will then click on “Manage Users”.

Once the new window loads you will see at the top a tab for “User”. Click this tab if is not already selected.

• Click the “Edit” button to the right of the user’s name
• Using the dropdown, select the appropriate role
• Once assigned, review the permissions to ensure the user has everything they need access to, and ensure they do not have access to things they should not.
• Click the “Save Changes” button at the bottom of the screen.
• Click “Confirm” in the pop up.