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Replying to:
JoanaC
QuickBooks Team

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Yes, there is a way to let your sales team send on their own without the admin privileges, @Evanfhill. Let me share more information. 

 

The standard limited customer and vendors role is for users that the Primary admin approves to do things or manage, like customers' sales, purchases, and vendors. There are also cons to this role can't adjust, add, or delete quantity on hand, they can't view bank registers, and last but not least, they can't see income and expense amounts.

 

You can visit this article to differentiate roles to provide to your sales team: User roles and access rights in QuickBooks Online.

 

Here's how to change the roles: 

  1. Go to the Gear icon.
  2. Under Your Company, select Manage Users.
  3. Find the User ID of your sales team, and click Edit
  4. Click the dropdown arrow, and choose the appropriate role you've given to the sales team. 
  5. Then click Save Changes.

 

Moreover, let me share this article to learn about removing authorized users: Add, edit, and remove authorized users.

 

Keep me posted if you have questions about managing your users. Have a great day, and take care.

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