QUESTION

What are the user types/roles for the online version of Rightworks Transaction Pro?

RESOLUTION

In the online version of Transaction Pro, there are three user types/roles:

1. Owner:

   • The original user that setup the Transaction Pro subscription.

   • There is only one Owner user per subscription.

   • The Owner has full rights to manage users - add, delete, and set permissions.

   • The Owner has full rights to manage companies - connect, disconnect, and delete.

   • The Owner is the only user that can edit a subscription name.

   • The Owner is the only user that can designate a new Owner of the subscription. 

2. Admin:

   • There can be multiple Admin users per subscription.

   • Admins have full rights to manage users - add, delete, and set permissions.

   • Admins have full rights to manage companies - connect, disconnect, and delete.

3. Participant:

   • There can be multiple Participant users per subscription.

   • Participants have access to use Transaction Pro for the companies to which they have been given access.

Billing Access is a separate permission and can be assigned to any of the three roles and to multiple users per subscription.

• Billing Access allows user to update payment methods.
• Billing Access allows user to update billing address.
• Billing Access allows user to view and download billing invoices.
• Billing Access allows user to upgrade, downgrade, or cancel the subscription.

Intuit requires any user that wishes to connect or disconnect a company to a Transaction Pro subscription to have one of the these three QuickBooks Online roles:

1. Master Admin

2. Company Admin

3. QuickBooks Online Accountant

The Participant user can include any of the QuickBooks Online users roles above plus users with Limited Access in QuickBooks Online. However, any users of TPro applications must have read/write access to the Chart of Accounts in QuickBooks Online.