How do you set up user roles with custom permissions in QuickBooks Online?

How do you set up user roles with custom permissions in QuickBooks Online?

• A. Settings > Manage Users > New; select Custom Role and define permissions for areas like customers, vendors, reports, and data access
• B. Settings > Password Policy
• C. Reports > Manage Roles
• D. Tools > Data Access

Answer: (A)

Setting up user access in QuickBooks Online means creating a custom role and assigning specific permissions for what the user can see and do. You do this by going to Settings, then Manage Users, clicking New, selecting Custom Role, and defining permissions for areas like customers, vendors, reports, and data access. This path is the proper way because it builds a role tailored to exactly which parts of QuickBooks the user should be able to interact with, plus what actions they can perform (view, create, edit, delete). Other options don’t configure roles: Password Policy handles password rules, not access levels; Reports > Manage Roles isn’t a standard way to set up access; Tools > Data Access isn’t where roles are defined. After saving the custom role, you assign it to the user so their access matches the defined permissions, keeping sensitive data protected while enabling the needed tasks.

Setting up user access in QuickBooks Online means creating a custom role and assigning specific permissions for what the user can see and do. You do this by going to Settings, then Manage Users, clicking New, selecting Custom Role, and defining permissions for areas like customers, vendors, reports, and data access. This path is the proper way because it builds a role tailored to exactly which parts of QuickBooks the user should be able to interact with, plus what actions they can perform (view, create, edit, delete). Other options don’t configure roles: Password Policy handles password rules, not access levels; Reports > Manage Roles isn’t a standard way to set up access; Tools > Data Access isn’t where roles are defined. After saving the custom role, you assign it to the user so their access matches the defined permissions, keeping sensitive data protected while enabling the needed tasks.