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June 1, 2026
Question

View Only Access - IES

  • June 1, 2026
  • 1 reply
  • 0 views

Is there a way to create a customized view only access in IES? I know there is a View Only Access role offered but it provides access to all reports and would like to further restrict access say to just Project reports. 

1 reply

QuickBooks Team
June 1, 2026

Yes, you can customize view-only access for specific project reports in Intuit Enterprise Suite(IES) by creating a new role.

 

Here are the steps to restrict a user's access so they only see the reports you choose.  

 

  1. Click the Gear icon and select Manage users.
  2. Go to the Roles tab and click Add role.
  3. Enter a name and description for the role.
  4. Scroll down to the Reports section.
  5. Find the Projects category and check the box for access.
  6. Expand the Projects section to select only the specific reports you want this role to have view access to.
  7. Click Save.

 

For a detailed video walkthrough on managing users, check out this article: How to set up users and roles in Intuit Enterprise Suite.

 

Let us know if you have further questions. We're here to help you anytime.