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Anonymous
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Can I assign access to our PM's to see only their Project's Profitability report and not access to company wide reports?

 
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Moderator

Can I assign access to our PM's to see only their Project's Profitability report and not access to company wide reports?

Hi there, @Anonymous.

 

Welcome to the QuickBooks Community. Allow me to help share some information about assigning access to your PMs.

 

Currently, the option to give the ability to view one specific report is unavailable. In the meantime, we have the ability to assign a limited type of access to a user. This way, you can pick Customers access in which they're limited to see and manage customers and sales only.

 

Let me walk you through how to add a user. Please take note that only the Admin can assign the permissions granted to each user/role.


Here's how:

  1. At the top menu, select the Gear icon.
  2. Select Manage Users.
  3. At the top right, click Add user.
  4. Select Standard user then click Next.
  5. Select Limited then put a check in the Customers box.
  6. Click Next.
  7. Select user settings then click Next.
  8. Enter the contact information and click Save

For more details, please check out the articles below for your guide: 

Also, I recommend you let our product developers know what features you'd like to add. Sending your feedback will help us not only improve the product, but also will help us know what works best for you. Please click the Gear icon then select Feedback.

 

If you need to reach out for more help, our phone agents will be able to help you get to a resolution quickly.

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select your QuickBooks version at the top right.
  3. Select a topic.
  4. Click the green Get Phone Number or Start a Message button.

Let me know if you have any other questions about assigning user's access in QuickBooks Online. Simply add a comment below, and I'll get back in this thread to help you further.

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