Can I customize roles and user permissions in QuickBooks Online Plus?
No. You can only create and manage custom roles in QuickBooks Online Advanced. QuickBooks Online Plus allows you to use the standard roles and customize what people can see within those parameters. Here are the different preset roles that you can manage in Plus:
- Primary Admin: The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users and other admin tasks. By default, the primary admin is the person who initially set up the account. If you need to assign a new primary admin, you can transfer the role to another user.
- Company Admin: A company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do, except edit or remove the primary admin’s access.
- Custom User (Only available in QuickBooks Online Advanced): This user can have specific access to areas in QuickBooks Online. This gives you even more control over what they see or do. For example, you can allow a custom user to see only the Bank Deposit screen.
- Standard User: You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions.
If you are looking to have the ability to create custom roles, you should take a look a QuickBooks Online Advanced and the additional features available in that subscription.
If you have questions on permissions or anything related to QuickBooks Online, just give our experts a call at 866-949-7267 and we can help. If you would like to try QuickBooks Online free for 30 days, just click the free trial link below, and we will send you a full-access copy so that you can test drive it for yourself.