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March 6, 2021
Question

I've set up a Standard user, but he doesn't have access to projects. He's our Project Manager, what can I do?

  • March 6, 2021
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1 reply

MichelleBh
March 6, 2021

Hello there, @asv-app2014.

 

I'm here to ensure that your Project manager can access your account as soon as possible. That way, he can track and manage your project's data. 

 

Currently, Standard user doesn't have an option to access the Project page. That's why your project manager unable to access the project window. He can go to the Sales and Expenses menus and search for the transactions.

 

As a workaround, I'd suggest you set the user as a Company admin. This way, he can review the data. Simply select the Company admin in the Select user type section and follow the on-screen instructions. For more details, check out this article: Add and manage users.

 

Once he already has access, he can visit this page about handling the feature: Set up and create projects in QuickBooks Online

 

Please browse through these pages below about 

 

 

Let me know in the comments section if you have additional questions. I'm glad to help. Keep safe.