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Make the user rights more flexible and customizable

more flexibility for users would help my company. I am a small business owner and need to concentrate on administrative; book keeping matters. I would love to have our staff have access to our vendor information without having access to the register or have the ability to write checks. This would enable me to hand off vendor invoices for entry and free my time considerably. Unfortunately your on-line version is quite limited. We used your contractor edition software years ago and found those user features worked quite well.

Any help with this matter would be greatly appreciated. As our company grows, I can say that without greater user flexibility, unfortunately we will have to make a move to another program that is slightly more diversified.

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    Lisa Nixon shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    257 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        I need to be able to further customize users. I have techs in the field that need to do invoices or quotes and I cannot use it because there is TOO MUCH info available for them to access. HELP HELP HELP! Thanks.

      • Ann Jasinski commented  ·   ·  Flag as inappropriate

        More flexibility in user roles.
        Would like a role for accounts receivable and accounts payable only. Would like to limit access to business reports, checking and account balances .

      • Anonymous commented  ·   ·  Flag as inappropriate

        What is the problem with not being able to customize the users? They are too broad and offer too much. We need to be able to tweak the user rights!!!!!!!!!!!!!!!!!!!!!!! How long could this possibly take?

      • ts commented  ·   ·  Flag as inappropriate

        I would like to have more flexibility for managing my users. Right now I am the only one doing data. I have someone else get quotes but I have to enter the information because they do not do invoicing. Also this person does shipping and receiving and I want them to be able to enter shipping information only. without access to the invoice.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I would like my receptionist to be able to view customer accounts and enter payments onto accounts, but I don't want her to be able to see all of my income numbers. Having that colored bar across the top allows her to see how much we billed and collected the past month in total.

      • Joanna commented  ·   ·  Flag as inappropriate

        There should be an option of setting up a user to raise purchase orders and updating status of POs only, without further permissions to suppliers ledger

      • Anonymous commented  ·   ·  Flag as inappropriate

        More control over user rights, don't like that if I click one thing to give a user access to, it automatically gives access to a bunch of other features. Want to be able to individually select item by item what I want users to access.

      • Scott Cassell commented  ·   ·  Flag as inappropriate

        more customization options for users to better match job roles. It's so limited that it does not work for us to point that I am looking at other accounting packages.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It would be great to allow a limited user to make cash deposits. We are a nonprofit and receive donations outside of the billing/accounts receivable. I want to have someone to record cash receipts for a/r and donations and prepare a bank deposit.

      • Justin Andera commented  ·   ·  Flag as inappropriate

        Use checkboxes per feature to assign access unless in the role of Master Admin and Company Admin. This way 3rd party estimators can use the estimating tool without access to other company information.

      • Amethyst Workman commented  ·   ·  Flag as inappropriate

        We are a heating and cooling company. We have a few technicians and I would like our technicians to be able to look up what we have done for customers and add information they need to for a specific job. I do not what them to get easy access to all the customer information and reports. I would like their Home screen to more go strait to the customer search. Not show all the open invoices and recently paid invoices. I would like more options to customize what they have access to for the customer fields and be more targeted towards what they are doing and not show all the technicians an accumulation of all the recent invoices. Having multiple technicians I want them to focus on what they have going on and not make it so easy for them to see what jobs the other technicians have going on.

      • Anonymous commented  ·   ·  Flag as inappropriate

        So far I am really enjoying QBO. However, I am not a fan of the Access Rights under User Rights. They are very restrictive and not very manipulative. I compare this to QB Desktop. I need to be able to allow my employees to reconcile various accounts, enter bills, make bills billable to customers, create PO's and invoices but NOT see anything related to payroll. However, this is NOT an option in QBO. It is almost as if it is all or nothing. I spoke to various Advisers and their only advice is to leave feedback. PLEASE change this ASAP! Most companies need to be very specific for what employees can see or do within an accounting software.

      • Anonymous commented  ·   ·  Flag as inappropriate

        So far I am really enjoying QBO. However, I am not a fan of the Access Rights under User Rights. They are very restrictive and not very manipulative. I compare this to QB Desktop. I need to be able to allow my employees to reconcile various accounts, enter bills, make bills billable to customers, create PO's and invoices but NOT see anything related to payroll. However, this is NOT an option in QBO. It is almost as if it is all or nothing. I spoke to various Advisers and their only advice is to leave feedback. PLEASE change this ASAP! Most companies need to be very specific for what employees can see or do within an accounting software.

      • Chris commented  ·   ·  Flag as inappropriate

        Agreed! The user rights are preventing my General Manager from accessing the iOS app, for some reason, still to be determined by QBO.

      • chris commented  ·   ·  Flag as inappropriate

        Better Options for Users - need to allow more custom accesses for users so companies with multiple managers/departments can give access to those areas without allowing them to see the entire company financials (i.e. other managers payroll info).

      • Amy Buckingham commented  ·   ·  Flag as inappropriate

        Allow administrator to pick and choose what features users have access to. I don't want my users to have access to employee information. Currently, you can choose if users are either very limited or not. I want to be able to pick what features they can see instead of QB making a list.

      • jmeurer commented  ·   ·  Flag as inappropriate

        Well not much more to add to the 101 previous comments. The current very broad user access permissions is unworkable. Needs many more selections to be available for each user/employee. Also the limit of 5 users (except unlimited number of employees for timesheets) on the plus plan is way too restrictive. Xero allow unlimited users.

      • Anonymous commented  ·   ·  Flag as inappropriate

        QBO has so much possibility but as of right now I can't give my employees a user account because they would be able to write checks. That is insane!! Once the more flexible user rights are implemented I foresee all my employees using it.

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