lukebhs
Level 2
‎August 09, 2022 06:26 AM

Custom User Role

I'm trying to create a user profile for a Project Manager that allows for access to all project data (primarily profitability) without giving access to banking and accounting data.  So far according to threads I can find there is no option for this.  Anyone got any good workarounds?  So far the best solution I can find is to use a Standard User profile (customers + vendors) and email daily project profitability reports.  Seems barbaric. 

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ShiellaGraceA
QuickBooks Team
QuickBooks Team
‎August 09, 2022 08:37 AM

Employees and payroll

Hi @lukebhs,

 

I have some information about creating a project manager role. In QuickBooks, you can manage access roles Company Admin, Primary Admin, and Standard User. If you're using QuickBooks Advanced, you can adding custom users in QuickBooks Online Advanced.

 

The user limit and access to Project Manager may fall under the Standard Role and Limited to Customer and Sales. For more information about this access, check out this guide: User roles and access rights in QuickBooks Online.

 

I'm also adding this link here in case you need help managing QuickBooks-related tasks. It has our general QuickBooks topics with articles, videos, and Community posts: Browse all articles for QuickBooks Online.

 

Please let me know if you need help with anything else or with user roles. I'm here for you. Take care.


 

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Fiat Lux - ASIA
Level 15
‎August 09, 2022 09:47 AM

Employees and payroll

@lukebhs 

Consider having a project management app as a lower cost solution than upgrading your plan to QBO Advanced.

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