Thanks for the response!
In short, I need to setup permissions for a few of my team members.
They are project managers for the construction and engineering portions of our business. I want them to have access to projects, and more importantly, the reports for those projects. Since each of these project managers are responsible for adding expenses, tracking estimates vs. actual, and overall profitability, the ability to see this is really important. so far, only the "Company admin" allows them to see this all this information, but that means they can also see the account balances for a connected business checking account. The owner of my company asked me to remove that visibility.
Can this be done?
