Level 3

Solved

You don't have the necessary permissions to add or edit a client.

Forum|Forum|2 years ago
February 14, 2024
3 replies
11 views

"You don't have the necessary permissions to add or edit a client. If you feel this is incorrect, reach out to your Primary Admin for full access."

I'm the only user and primary admin. I've added dozens of clients before. When I go to settings and it shows "unable to fetch role". Come on Intuit?

This topic has been closed for replies.

Best answer by BCtax

** Update **

I was able to have my issue resolved by calling Proconnect support. It was an issue that they had to fix on their end, nothing you can fix yourself.

It seemed like the issue was that I could not edit my users/roles within the proconnect login and could only look at it through my Intuit account. They made changes on the back end so that I had additional user options within my proconnect settings, after this I was able to set the appropriate roles for my user.

itonewbie

Level 15

Unfortunately, no one here will be able to help you since this community is supported by your peers (although there are a few Intuit moderators who pop in every so often).

If you are sure you have logged in using your administrator account, you will need to contact Intuit Support to have this sorted.

---------------------------------------------------------------------------------Still an AllStar

L

lihe0402Author

Level 3

Thank you so much for your reply.

I tried the online support tool and it directed me to post it here. We'll see if anyone pops up to help.

Thanks again.

itonewbie

Level 15

What they told you is ridiculous! No one here has access to your account.

Intuit Support needs to look into why you, as the account admin, don't have admin rights. You are not the only person who ran into this problem this year.

Suggest you go back and insist on escalating to the next level.

---------------------------------------------------------------------------------Still an AllStar

A

Anonymous

@lihe0402 Was this resolved? If not I can look into this. Thanks!

J

Jesusa2024

Level 2

"You don't have the necessary permissions to add or edit a client. If you feel this is incorrect, reach out to your Primary Admin for full access." So here is my problem I am the admin and the only user to this software. Why would this happen? and when I go to setting to edit user this is the new error it gives me...

Roles

Failed to fetch roles, please try again. I really, I need to get starting with the tax returns that I have lined up since I have decided to start my own business. Can anybody answer this question, please?

B

BCtax

Level 2

Any chance you had a resolution to this issue? I'm having the same problem and was doing some research before I called them today...this support thread is not giving me hope that my phone call will be productive.

B

BCtaxAnswer

Level 2

** Update **

I was able to have my issue resolved by calling Proconnect support. It was an issue that they had to fix on their end, nothing you can fix yourself.

It seemed like the issue was that I could not edit my users/roles within the proconnect login and could only look at it through my Intuit account. They made changes on the back end so that I had additional user options within my proconnect settings, after this I was able to set the appropriate roles for my user.

Roles

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