Team access with boundaries

Users & Roles

Give people the access they need without opening everything.

QuantaBooks supports multi-user work with role-aware access, helping owners and accountants separate responsibilities while keeping everyone in the same system.

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Controlled access

Match permissions to each person’s responsibilities.

Shared workflow

Let the team work from the same business records.

Clear ownership

Make it easier to understand who can see and perform each action.

How it helps

Give people the access they need without opening everything.

01

Controlled access

Match permissions to each person’s responsibilities.

02

Shared workflow

Let the team work from the same business records.

03

Clear ownership

Make it easier to understand who can see and perform each action.

How it works

1

Invite the user

Add the person who needs access to the company.

2

Choose permissions

Grant only the areas and actions required for the role.

3

Review regularly

Update access as responsibilities change.

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