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brian519
March 30, 2022
Question

Permissions for creating/editing Projects

  • March 30, 2022
  • 1 reply
  • 0 views

Hi There,

 

I have QBO Advanced and make use of the Projects feature.  I can't seem to find a Permission that would allow a custom role to create/edit a Project.

 

Does this exist?  Or is the only way to allow a user the ability to create projects to give them access to everything as a "standard user"

1 reply

Jen_D
Jen_D
March 30, 2022

Glad to have you here Brian.

 

I can share some insights about this user permission concern you have. At the moment, the option to include project permissions to custom users is not yet available. Custom users with limited access only have access to Customers and Suppliers.

 

Users who are able to use this feature are the company admin, admin and standard user with full access. See the following links for your reference:

 


I want you to know that it is important for us to know your business needs. The changes in the program are released based on certain several factors, so we welcome product suggestions to help improve our services. We're unable to provide the turnaround time on when new features are released in QuickBooks, since this is handled by the Developers Team.

 

Please know that you can share your suggestion within the program through sending a product feedback. Follow the steps below in a web browser:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your suggestion for our engineers on the Feedback box.
  3. Once done, press Next to send it.

 

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

If you need further help with the processes and features in QBO, please let me know in the comment below. I'll be right here to share some more information about QuickBooks tasks. Have a nice day!

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