Welcome to the Community, Christine 2022.
Let me share some information and guide you in managing user roles in QuickBooks Online.
If you're using QuickBooks Online Advanced, you can create an use custom workflows to automate common tasks such as sending payment reminders, or new invoices to customers, and sending reminders to your team.
Here are the article you can use as a reference:
Also, you can manage custom roles in QuickBooks Online Advanced. This way, you can assign a role to a new user to approve bills.
Here's how:
- Go to the Gear ⚙ icon, then Choose Manage users.
- Select Users tab, then click on Add user.
- Select Custom role, then choose from the existing roles you created. Or select + Add New to create a new custom role.
- Enter the user’s name and email address, then Save.
I've added this link for more details in managing customer roles in QuickBooks Online Advanced.
You can also use this as your future refence in managing task for your team: Add and review tasks for your team in the Task menu.
Get back to me if you still have other concerns or follow-up questions about user roles and workflows. I'll be happy to help. Have a great day!
