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AlverMarkT
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Thank you for coming back to this thread and for the steps you've already taken to resolve the role settings, Ted. 

 

I'm here to help you configure user roles in QuickBooks Online (QBO) to ensure your employee can access the Overview tab in projects, and provide an alternative if needed.

 

First, please know that when adding a custom role in QBO, the Report section only allows users to access reports and as of now, it isn't possible to grant custom access to Project Although we can explore some user roles that have access to it, they won’t provide access to the Overview tab.

 

For your employee to access the Overview tab in projects, the closest role we can apply is the Company Admin role. However, please know that this user role will also have access to every part of QBO and can do everything the Primary Admin can do except edit or remove the primary admin's access. Just a heads up, once set, you won't be able to change this role to another role directly.

 

Alternatively, consider granting the Standard all access role to your employee. While this won't provide access to the Overview tab, your employee can view similar information using the Project profitability report. For more info about user roles in QBO, I'm adding this article as a reference: User roles and access rights in QuickBooks Online.

 

To help manage your projects in QBO, let me also include this article as a future reference: Track hourly labour costs and profitability by project in QuickBooks Online.

 

We'll be here in the Community if you have further questions about managing user roles for your employee in QBO. We'll do our best to assist. Take care!