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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
fmkport
Level 2

Manage Users - assign roles

This question is in relation to assigning roles, specifically Projects. We are in the testing phase of QuickBooks Online Advanced with plans to covert from Desktop in a month or so. 

I as a Company Admin have access to everything including Projects. The issue I am having is assigning permissions to Projects for other employees. I have gone under Settings and Manage Users and see permission sections for Sales, Expenses, etc. but I do not see a section for Projects. I have two employees who need access to Projects to create Projects and Project Estimates but I am unsure where to grant them this access. It's probably right in front of me and I just can't see it. 

This is probably related but from the dashboard if I click on Create, I get columns with Customers, Vendors and Projects while these two employees just get Customers and Vendors. 

Any guidance in pointing me in the right direction would be appreciated,

 

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