Who has access to Workflows?

I've got your back, coastal. I'm here to answer your questions regarding specific user roles with permission to workflows and automated reminders.

There are only three user roles that can access these specific authorizations. Please refer to the list below:

• Primary admin (Master admin).
• Company admin.
• Accountant user(s).

Given these, you can consider editing the role of a specific team member to that of a company admin. This way, you can grant them the access you want to apply to them. Please be reminded that the number of company admins you can add as user permission varies according to your QuickBooks subscription:

• QuickBooks Online (QBO) Simple Start - Can't add company admin.
• QBO Essentials - Can add up to 2 company admins.
• QBO Plus - Can add up to 4 company admins.
• QBO Advanced - Can add up to 24 company admins.

It's also essential to note that only a primary admin can generate or change a user's authority on a QuickBooks company file.

I'm also adding these resources that provide insights about user access and adding or managing users and accountants in the program:

• User roles and access rights.
• Add and manage users.
• Add accountant users in QuickBooks Online.

I'll keep this thread open if you have follow-up questions about user access and permissions in QuickBooks. Just comment below, and I'll gladly help you out.

Thanks Ivan

So are you saying that if I grant them a company admin role, I can tailor/edit that role to grant them access to only certain areas... because if so, I am not seeing where I can edit the Company Admin role at all. It's not giving me any options to edit that role.

We have QBO Advanced

Thanks.

Good evening, @coastalkellie. 

Thanks for chiming back in on this thread. 

A company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do, except edit or remove the primary admin's access.

You can find out all kinds of other details about users and what permissions they have through this link: 

User roles and access rights

If you have any further questions, don't hesitate to ask. Have a great day! 

So the answer to that question then, is No? I can NOT tailor an admin role?

I only need the person to be able to do workflows. I don't need them seeing anything and everything.

Thanks for the prompt reply, @coastalkellie. I'll add more information about Workflow access in QuickBooks Online (QBO) Advanced.

Yes, it's not possible to tailor an Admin role. Only company admins have full access to Workflows. To learn more about this and other user roles, check out this article: User roles and access rights.

Moreover, you can use the QBO Advanced feature to add and customize a role. You can select what access you want them to have in your account by going to the Role section and clicking the Add new role. Then, choose the different areas that you want this role to access.

Here's how:

1. Go to the Gear icon and select Manage users.
2. Pick the Roles tab, then click on Add role.
3. Type in the Role name and Role description.
4. Choose the section you want this role to access below.
5. Once done, click on Save Role.

You can check out this article for more information: Add and manage custom roles.

I'll also add this article if you wish to enhance the display fields of your account: Create and edit custom fields in QuickBooks Online Advanced.

If you have additional questions about managing user roles in QBO Advanced, click the Reply button below. We'll be willing to lend a hand. Take care, and have a good one.