Question:
Is there a way to control who has permission to change a REP on a customer account? I have an employee who is changing the assigned rep on multiple customer accounts. I want the salespeople to be able to revise a sales order, but not the assigned rep on an account?
Answer:
Only the QuickBooks Administrator can modify a role.
Go to the Company menu, click Users, and then click Set Up Users and Roles.
Click the Role List tab.
Select the role you want to modify and click Edit.
Verify that the role name is correct. You can change it, if necessary.
(Optional) Change the description, if necessary.
Select an Area or an individual Activity and change the access level.
