Your team is going to need access to your QuickBooks Commerce account in the course of their work. Not only does QuickBooks Commerce allow you to grant them access easily, but it also enables you to customize their experience based on what they need.
With User Permissions, your team members will be able to use QuickBooks Commerce exactly as they need to see it. Salespeople, product managers, and retail managers can all have different experiences and only deal with exactly what is required. This customizes the user experience based on role and ensures greater data security for your business.
Let's start by inviting your team members to your account.
Inviting Team Members
writepermission will be able to invite new Team Members. If you are on the Small Business Plan, you will be limited to 5 users. If you are on the Business Plan, you may add up to 8 users. If you are on the Premium Plan, you may add up to 15 users, and on QuickBooks Commerce's Pro Plan, you will have an unlimited number of users. You can also add users to your plan at a fixed rate per month. Please contact our Success Team to learn more about your subscription.
In the Account Settings> Company Details> Team Members
Click on ‘Invite Another Team Member.’ A dialogue box will appear.
Enter all the details as asked.
Click on ‘Send Invitation’.
A message will appear to confirm that the email has been sent to the new team member.
Your team member will need to click on the ‘Join your team’ link in the email sent to him/her.
You can now view the new Team Member on the list.
If your team member did not receive the email, you could click on ‘Resend Invitation’ located under the Team Member’s name and avatar.
Editing User Profiles
Once you’ve set up your team, you can edit their profile information.
To make any changes to the User Profile;
Browse the Account Settings dialogue box and choose 'Team Members' from the menu bar.
Click on the profile you wish to edit.
On the following page, there are three columns:
User Name and Personal Details
Under this column, you will be able to edit the team member's Profile picture, Name, Role, Location, and phone numbers.
Email settings allow you to choose which emails, reports, and notifications are sent to your users.
The Action Item Email notifies users when actions are required from them.