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ccf2
Level 3
posted
‎May 27, 2021 02:45 AM
last updated ‎May 27, 2021 2:45 AM

I want a Reports Only User to be able to view Projects. Is it possible to add Projects to the list of reports available to a Reports Only User?

 
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1 Comment 1
Mich_S
QuickBooks Team
QuickBooks Team
‎May 27, 2021 05:55 AM

I want a Reports Only User to be able to view Projects. Is it possible to add Projects to the list of reports available to a Reports Only User?

Let me help you understand the user roles, @ccf2.

 

A reports-only user can only access all reports except for payroll or anything showing contact information.

 

This type of user is unable to view Projects. However, you can change the role of the user by adding them as a Standard User. Let me show you how to manage user role:

 

  1. Go to the Gear/Settings ⚙ icon.
  2. Select Manage Users.
  3. Locate the user you want to edit. Then select Edit in the Action column.
  4. In the User Type drop-down ▼ menu, select the new user type.
  5. Select the user settings, if applicable.
  6. Click on Save.
  7. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

Please feel free to read these handy articles for your reference:

- Learn more about the user roles and access rights in QuickBooks Online

- Add and manage users in QuickBooks Online

 

Just leave a comment on the thread if you have further questions. Have a good one!

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