Can I choose which employees can access a project?


Yes. On each project, you choose which Members can get into the job. You do this in the Members section of the project's Overview tab.

How to add or remove a Member

1

Open the project

Go to Projects and click the project.

2

Open the Overview tab

It's the last tab in the row of project tabs. Use the arrow on the right side of the tabs to scroll to it.

The Overview tab on a project
3

Scroll to Members

The Members section is near the bottom of the page, under QuickBooks.

4

Check or uncheck Job Access

Check the Job Access box to add a Member to the project. Uncheck it to remove them. Then click Save at the bottom of the page.

The Job Access column in the Members section

Job Access is for Members only

You can only change the Job Access box for Members.

Removing a Member from a project

Their existing expense records stay visible to admins and managers.

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