In this
blog post, QuickBooks Support USA is always keen to seek out all types of
errors or issues. What if you want to change user roles then what will you do?
You must not worry; QuickBooks Support USA will give you a short glimpse on
such topics. Thus, if you want to set up different user roles for your
QuickBooks Payments Account then, you must follow below mentioned steps:
There are
mainly 4 levels of access you can give to your user in QuickBooks Payments:
User Roles
|
Access Level
|
Full
Admin
|
Have
access to delete users and can assign roles to current users
|
Limited
admin
|
Have access for
everything except managing details of merchant account
|
Full
User
|
Don’t
have access to account or user management
|
No
Access
|
Don’t have access
for online service center
|
How to change a user’s role
You can change a user's level of access from within
QuickBooks Payment.
·
Sign in with your Full Admin login.
·
Choose the Account section tab, and then select the Users.
·
The next page will show all the existing users
linked to this merchant account
·
Click on the Role listed in this window to modify the access level for
that user.
·
A drop-down menu will be appeared from where you
can click on one of the four roles.
·
Once you had chosen the new role it will update
in this window.
·
After selecting the exact role, we will try
to verify your identity, for privacy and security reasons.
·
Choose an option to receive your code through a
text message or email, and then click on Continue.
·
Type your 6-digit code,
and then click on Continue.
·
A prompt message will appear which
will confirming the modified user role
How to remove a user?
There are users which cannot be deleted when
they are added. The reason is either the email/login for a user is linked to
other Intuit services that user can't delete. You'll need to restrict that
user to No Access.
For other
users you want to remove from list:
- Select the X to
the right of that user entry.
- In the pop-up window, verify the
delete request.
- Choose the proper check-box and click
on the OK, delete this user button. This will complete
the request.
Add a Go Payment user (no access)
Go Payment users are users whom access to the Payments
Account who have NO ACCESS. To allocate this role follow these steps.
- Set up the additional users as Go Payment users.
- Once the users have accepted the invitation, they will appear on the online service center under Accounttab, and then click on Users.
- Search the user in the list and assign them a role to allow them exact access.
Now that you know how to modify user roles, we are
sure you can carry on with your QuickBooks company file. We
really trust that this job managed to fix all your glitches regarding user roles. Our technical team will surely find out more
such issues you come across. For further assistance feel free to contact our QuickBooks Support USA as our team of
expert leaders is available 24*7 or you can also directly drop us a mail at support@helpdeskaccounting.com.
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