Thanks for getting back to us and sharing detailed information about your concern, @RWRobbins.
As a secondary admin, you can add/delete users, edit user roles, and assign secondary admin roles to users. Since you don't have those options, let's make sure that you update your QuickBooks to the latest release so you have the latest features and product improvements. For more information see this article: Update QuickBooks Desktop to the latest release.
Also, we can isolate this concern for possible damage by running the verify and rebuild tool. This is a built-in tool that auto-detects and self-resolves any minor company file data issues.
To Verify Data:
- Go to the File menu.
- Choose Utilities.
- Select Verify Data.
If the Verify data detects an issue, you can Rebuild your file. Let me guide you how:
To Rebuild Data:
- Click the File menu.
- Go to Utilities and select Rebuild Data.
- Hit OK to back up your company file.
- Wait until the Rebuild is complete.
For more info about the process, please check out this article: Verify and Rebuild data in QBDT.
If you have users who only need access to connected services like Workforce, you can invite them to create an Intuit account.
Here's how:
- Go to the Company menu, then select Users.
- Select Intuit Account User Management.
- From the Users tab, select Add user.
- Enter the user’s email, select a role from Available roles, then select Add.
- Select Add user.
- Select OK.
Have them check their email and select Accept Invite. Then, let them sign in with their email or user ID. You may visit this article for reference: Create and manage users and roles in QuickBooks Desktop Enterprise.
I'm adding these articles as guide about assigning roles and grant or limit access in QuickBooks:
You can always get back to me if you have any other concerns in QBDT. I'll be around to help you anytime. Have a good day!
