Have you got other people in your company who need to use your QuickBooks Online account? Well, you can add new users to your SaasAnt Transactions (Online) application easily and you can give them the permissions they need to work on your QuickBooks company file.
Steps to add new QuickBooks users to SaasAnt Transactions (Online)
Step 1) Login into SaasAnt Transaction Online
Step 2) Please select the Gear icon button located at the top right corner.
Step 3) Select Manage users
Step 4) Enter the necessary details for the new QuickBooks user, such as below:
- First Name
- Last Name
- Email address
- Role Access
Step 5) The newly created user will get an email to reset the password.
Step 6) The user has to navigate to the reset password link and provide the new password.
Note: Role access refers to the permissions and privileges assigned to a user based on their designated role within a system or application. It determines what actions and features a user can access and perform.
There are various types of roles available within the SaasAnt Online application.
Admin: The individuals with the necessary authority, such as administrators or authorized personnel, have access to add or remove QuickBooks users and assign specific access levels to them.
User: When adding a person as a user, they will have the ability to import, export, and modify transactions within the SaasAnt application. However, the user will not have permission to delete transactions.
Delete-only user: If you add a person as a "Delete-only" user, they will possess the authority to delete transactions. However, they will not have access to any other functionalities and will be unable to view the subscription details of the SaasAnt application.
Export-Only user: If you add a person as an "Export-only" user, they will have the ability to export transactions. However, they will not have access to any other functionalities, and they will be unable to view the subscription details of the SaasAnt application.
How to delete users or admins in the SaasAnt application?
If the QuickBooks user is no longer with the organization and you wish to revoke their access in the SaasAnt application, please follow the steps below:
Step 1) Login into SaasAnt Transaction Online
Step 2) Please select the Gear icon button located at the top right corner.
Step 3) Select Manage users
Step 4) Select the specific user that you would like to delete.
Please refer to the below Youtube video to know more about how to add users to the SaasAnt Online application.
For further queries, contact support@saasant.com or Chat with us