1. Log in to your company file as the administrator (admin).

2. Go to the Company menu, click Set Up Users and Passwords, and then click Set Up Users. Enter your administrator password when prompted.

3. Click to select the user you want to change permissions for and then click Edit User.

4. Don't make any changes to the User Name and Password window, just click Next.

5. Review the Access for user: (user name) setting:

   • If it's set to All areas of QuickBooks, this user already has access to view complete credit card numbers. Click Cancel to leave the setting as is.

   • If it's set to Selected areas of QuickBooks:

     1. Leave the setting as is and click Next.

     2. In the Sales and Accounts Receivable window, if necessary, click to select either Full Access or Selective Access to activate the View credit card option.

     3. Click to select the View complete credit card numbers checkbox, and then click Finish.

Only the QuickBooks Administrator can modify a role.

1. Go to the Company menu, click Users, and then click Set Up Users and Roles.

2. Click the Role List tab.

3. Select the role you want to modify and click Edit.

4. Verify that the role name is correct. You can change it, if necessary.

5. (Optional) Change the description, if necessary.

6. Select an Area or an individual Activity and change the access level.

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   What's the difference between the access levels?

7. Continue through the Areas and Activities, specifying access levels.

8. When you're finished, click OK.

   Any users who have the modified role assigned to them will see the changes the next time they log in to the company file.

If you want to create a new role that closely resembles an existing role, you can duplicate the existing role. Then, make changes and save it using a new role name.