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gweng-innovative
Level 1

Custom user role. I would like to cusotmtize a role to include projects but that choice is not available. Any ideas on how to get this done?

I set up a project manager but the projects module is not available (QB online advanced).  Is this available in a customized user role?
4 Comments 4
CharleneMaeF
QuickBooks Team

Custom user role. I would like to cusotmtize a role to include projects but that choice is not available. Any ideas on how to get this done?

Adding a Project Manager's access is a great functionality, gweng-innovative.

 

As of now, the option to customize user roles to include projects is unavailable. I'd recommend sending feedback directly to our Product Development team. This helps us improve the features in the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

You can track the requests through the Customer Feedback for QuickBooks Online website. 

 

I've also added this article that'll help you personalize your user access. This keeps your data secure: Add and Manage Custom Roles in QuickBooks Online Advanced.

 

We're always here to back you up if you need additional assistance in managing your users. It's our priority to ensure your success.

mcvickchic
Level 1

Custom user role. I would like to cusotmtize a role to include projects but that choice is not available. Any ideas on how to get this done?

I would also like this functionality.

Can you please let me know which existing user roles have access to Projects?  I want our employee to be able to enter POs and view Projects, but NOT be able to see sensitive company information such as Payroll.

JoesemM
Moderator

Custom user role. I would like to cusotmtize a role to include projects but that choice is not available. Any ideas on how to get this done?

Thank you for joining the Community again, @mcvickchic. I'm happy to know that you want this functionality, and I'll be glad to help share insights about the custom roles so you can easily assign them to your employees.

 

As mentioned by my colleague, the option to add user roles to a project is unavailable. I know that you want your employees to enter purchase orders and view projects without seeing sensitive information such as payroll. That said, I want you to send feedback to our product development team. The more users send feedback or suggestions, the faster the reports or functions are implemented in the program.

 

You can follow the steps shared by CharleneMae_F above or click this link for more details: How do I submit feedback?

I'll be sharing these resources to know additional information about user roles permissions and how to create projects in QuickBooks Online:

 

 

Keep me posted if you have any other concerns managing your access roles or if there’s anything else I can help with. I’m always around ready to assist. Have a good one.

mcvickchic
Level 1

Custom user role. I would like to cusotmtize a role to include projects but that choice is not available. Any ideas on how to get this done?

Thank you - I did already submit feedback about this. Also, regarding the need to customize a role that is able to both enter timesheets and POs, without seeing sensitive company information.
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