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What Users can set up WorkFlows in QBO Enterprise?

1 Comment 1
QuickBooks Team

What Users can set up WorkFlows in QBO Enterprise?

Hello DK30,


Welcome to the Community. I'll be happy to share info about user roles in QuickBooks Enterprise so you're on the right track. 


QuickBooks offers the versatility you need in order to manage your users with ease. That said, QB Enterprise allows you to create custom user roles and from here you can customize what the user has access to on the account. If you'd like to view your current users and their roles, I recommend running the Permission Access by Roles report. Here's how:


  1. Go to the Company menu, then select Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the Role List tab, then select View Permissions.
  5. Select the roles you want to review, then select Display.

Let me know if this info helps. I'll be one message away in case yo need additional assistance. 

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