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C
coastalkellie
September 25, 2024
Question

Who has access to Workflows?

  • September 25, 2024
  • 1 reply
  • 0 views

Hello.

 

I had a question regarding users who have access to the Workflows function. 

 

I, as an admin can see all of the available options for workflows. However, my employees with various other roles don't have to have the workflows function available to them. I looked under the "manage users" to see if I could customize a role to include workflows, but I don't see it anywhere on there. 

 

So, what user roles have access to this "workflows" function? I'd like for my collections team to be able to set up automated payment reminders to new clients as well as various other workflows.

1 reply

I
Ivan_G
September 25, 2024

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:

 

 

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.

C
coastalkellieAuthor
September 25, 2024

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.

Candice C
Candice C
September 25, 2024

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! 

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