Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowHello.
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.