LottieB
Level 2
‎January 13, 2020 12:36 PM

Contractor Edition Permissions by Project

I need to limit the access of our project managers to only their projects.  Currently, if I turn on a permission for jobs, there is no way to stop a project manager from viewing a project they are not affiliated with. (Set user permissions for contractor/jobs to full or view)

 

I have set the PM (employee) as the 'sales rep', but that doesn't really have any effect other than for reporting purposes.  I can't tie a log in to an employee, which would be the first part of setting up access to their jobs.

 

If this cannot be set then I don't believe I can grant any access to the PMs as they would have access to information they should not have. I was of the understanding that QB Ent for Contracto

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LottieB
Level 2
‎January 13, 2020 12:38 PM

Other Questions

My first post was cut off:

 

I was of the understanding that QB Ent for Contractors had multiple levels of permission control, but this is a serious oversight. 

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Fiat Lux - ASIA
Level 15
‎January 13, 2020 12:57 PM

Other Questions

Afaik, there is no such feature yet in any QuickBooks editions. Consider using a project management app to avoid your project managers to access QuickBooks data file. Then integrate it with your QBD to let your finance team works easier.

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