Set up Administrator in QuickBooks Online [In Detail]
Set up Administrator in QuickBooks Online
James Richard
Last Update há 6 meses

The Right Procedure to Set Up an Administrator in QuickBooks Online
As you want to set up an admin in QB for several roles without facing any issues, go through the process mentioned below:
Set up a company admin
- First, move toward the Gear icon > click on the Manage users option
- Create and mention the user name to make the company admin
- Hit on the Edit
- Modify their role to Company admin from the Assign roles segment
- Click on the Save to confirm
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Add a new user in QBDT
- Hit on the Users from the company tab
- Pick the Set up users and Roles option
- Provide the admin password > hit OK
- From the Available roles segment> choose a role to add
- Hit on the Add > Ok
Add a new user in QBO
- First, you have to open Settings
- Select the Manage Users option
- Click on Add user, > give the name and email for the user
- Select a role from the Roles page to assign to the user
- Review the access level of the chosen roles; each segment can exceed
- If needed, open the Account Management settings for the role you want to manage
- Hit the Send to invite the user
Customize Predefined Roles
- First, access the Company menu
- Click on the Users segment
- Choose the Set up Users and Roles option
- Provide the admin password > click on OK
- Open the Roles list tab
- Hit on the role and select Edit to review its access
- Under the right column, you will see the Area access level of the role you chose
- You can look for the None, Full, or partial option > and configure the access for a specific role
- After this procedure, hit the OK to save option
Generate a new custom role
- Move to the Company tab
- Select the Users option
- Click on the Set up Users and Roles
- Give the admin password> press Ok
- Access the Role list > hit New
- Provide a name for the role and description as per your requirements
- Navigate to the area and activities segment
- Select an area of your account
- Check and allocate permissions levels to each segment as per the roles as None, Full, or Partial
- Hit OK to save the new role after setting the permissions
Reviewing and managing roles and permissions
- Navigate to the Company menu> look for the Users option
- Click on Set up Users and Roles
- Provide the admin password > hit OK
- Move to the Role list tab
- Tap on the View Permissions segment
- At the end, choose the Roles to review and click on the Display
Summary