This same functionality is also permitted for working with Vendor groups. In these images, a Residential AR Accounts role is being created and assigned to the Residential Customers group. Optionally, in the top left, you can select to “ Allow this role to create new customers,” and then choose to permit the assigned users of this role to View, Modify, Delete, Print, or View Balance. More details can be found in this article.
If no Customer Groups exist, create a customer group. In Activity Assess Level, click Custom and then Edit. In Role Access, click on Centers, and in this example, click on Customer Center. Type a Role Name, with an optional Description for detailing the restriction(s). Select the Accounts Receivable role, and choose on the right to Duplicate. For this article, I will edit an existing role. Edit an existing role, or create a custom role. From the menu bar, select Company > Users > Setup Users and Roles and select the Roles tab. Improve security and confidentiality by limiting user access to only the specific data, transactions, and reports they are responsible for.ĭetailed steps for implementing improved data level permissions: Users are then assigned to those specific roles.įeatures: Customize user access to view, edit, or delete from a specific group of customers, vendors, and data they are responsible for. User Roles are modified to include restrictions. Included with: QuickBooks Desktop Enterprise 21.0 Platinum and Diamond subscription.Īccessible: See detailed steps that follow. QuickBooks Desktop 2021: Guide to new and improved features – includes all three articles. QuickBooks Desktop 2021: Improved functionality with connected services. QuickBooks Desktop 2021: Improved productivity. #QUICKBOOKS ENTERPRISE 2019 SETUP COMPANY TYPES SERIES#
This article is the second article in a three-part series be sure to read: Click on the banner above to watch the QuickBooks Desktop webinar you’ll need to register (even though it may show a date in the past for the webinar once you’re registered, you can watch the webinar).
QuickBooks® Desktop Enterprise 21.0 includes new and improved features that benefit the business with more complex needs.
0 kommentar(er)
