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LottieB
Level 2

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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