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- Requesting Several Fixes Roles/Link this Year
Requesting Several Fixes Roles/Link this Year
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RickyAcpa
Level 1
Monday
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- The new roles have made it where Users have to have an Admin Privilege to use Link. Link should be available for preparers at all levels of the firm.
- In order to give someone ProConnect Access, it's either All Firm Books Access or No Firm Books Access, or full-blown administrative access. This compounds the item issue with #1 above. I want all my preparers to be able to collaborate with Customers via Link, however I don't really want them to be able access the full firms QBO Books or Efile/Print Returns.
- It appears that the new $99 admin user fee is forcing firms that properly utilize ProConnect the it's intended to either upgrade all users (which presents a ton of issues) or make the Admin user do a lot of the administrative work both on the front end and back end.
Please update.
