I appreciate the effort you've put into finding a user role that fits your employees’ needs for managing projects, fmkport.
The specific role that provides full project management capabilities, including access to project reports and transactions, is called the Project Manager role. However, this role is currently only available in the Intuit Enterprise Suite (IES) version.
Alternatively, you can assign one of the following roles to your employees in QuickBooks Online Advance, depending on the level of access they require:
- Company Admin: This role offers the same privileges as the Primary Admin, granting full access to manage projects as well as other administrative responsibilities.
- Standard Limited to Customers and Vendors: This role allows users to manage estimates within existing projects but does not include the ability to create new projects.
- Bookkeeper: With this role, users can add, edit, and delete projects while also accessing various financial tasks, such as creating transactions, paying bills, and managing checks. Please note that this role provides broader financial access, so it may not be ideal if the focus is solely on project management.
For more detailed guidance on selecting the role that best suits your needs, please refer to the article: User roles and access rights.
To add and assign roles to your employees, you can follow the steps provided in this article: Add and manage users.
Let us know if you have additional questions.
