Roles and permissions
Decide exactly what Submitters, Approvers, Finance and Admins can do in your organization.
1 min readUpdated
Under Settings → Roles & permissions each role has a column of permissions: bringing documents in, approving orders and bills, pricing, posting, sending invoices, recording payments, issuing credits, releasing credit holds, managing settings and people.
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Open Roles & permissions
SettingsRoles & permissions - 2
Tick or untick a permission
It applies to everyone with that role straight away, and is written to the audit trail with who made it.
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Related
- Getting startedInvite your team and choose their rolesAdd people by email, pick a role for each, and resend or cancel an invite that hasn't been used.
- Security & adminApproval rules: strict or relaxedSeparate who enters, approves and pays, or let a small team do it all while the audit trail notes each waiver.
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