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.
