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:
- Go to the Gear icon and select Manage users.
- Pick the Roles tab, then click on Add role.
- Type in the Role name and Role description.
- Choose the section you want this role to access below.
- 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.
