JoesemM
Moderator

QuickBooks Time

You can set up the user role as Custom in QuickBooks Time, LDO.

 

The Custom role is limited to logging their hours, checking their timesheets, and performing fundamental activities related to time tracking. To access timesheet reports and approve or deny timesheets for all team members, you'll need to enable the manage timesheet option.

 

To add the team members manually in QuickBooks Time, follow the steps below:

 

  1. Go to My Team.
  2. Select Add team members, then Add manually.
  3. Enter their information, and select a role.
    • Note: The available role options are Administrator, Worker, and Payroll Manager.
  4. If you'd like an invitation to be sent to the team member(s), enter their email address(es) and/or mobile number(s), and select Send an email invitation, or Send a text message invitation.
  5. Select Add Team [#] Member(s).

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To grant a Custom permission, here's how:

 

  1. Go to My Team.
  2. Select a team member.
  3. Click the Permissions tab, adjust the permissions to Custom, and select Save.

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For more details on managing your team members, you can visit this link: Add and manage team members for QuickBooks Time. It also contains information on how to edit and archive team members in QuickBooks Time.

 

Please feel free to reach back out if you have any other questions. I'll be here to help in any way that I can.