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MTim459
February 23, 2022
Solved

Is there a way to allow a user access to specific memorized reports without letting them see all the company's financial reports?

  • February 23, 2022
  • 2 replies
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I am trying to allow my project managers to see their job-specific P&Ls in QB Enterprise. The issue I am running into is that I don't want them to be able to see the company-wide P&L or any other financial reports. 

 

Is there a way to allow my PMs access to their job P&L, but not to the company-wide P&L?

 

I tried creating memorized reports and then allowing their user only access to memorized reports, but then I get a permissions pop up when trying to open the Job P&L memorized report. 

Best answer by BigRedConsulting
@MTim459 wrote:

Is there a way to allow my PMs access to their job P&L, but not to the company-wide P&L?

 

No, there isn't. 

2 replies

R
rvrfrf
February 23, 2022

Thanks for getting in touch with the Community, MTim459.
 

I can certainly understand how an ability to allow users to access specific memorized reports could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

  1. In your top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from the available drop-down menus.
  3. Enter any suggestions/feedback in your Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.


Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by checking out Intuit's Product Updates webpage.

 

Please feel welcome to send a reply if there's any additional questions. Have a great day!

BigRedConsulting
BigRedConsultingAnswer
February 23, 2022
@MTim459 wrote:

Is there a way to allow my PMs access to their job P&L, but not to the company-wide P&L?

 

No, there isn't. 

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