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User permission options

Learn about the different permission options available for your users.

J
Written by Jack
Updated over 2 months ago

Permissions can be assigned to a user when they're created, or they can be edited by going to the Users section (under the User Management heading) within the Admin area.


There are eight permission options available and users can be set up with one or more of these access permissions.

Note:

  • A user with no access permissions will need to be set up as part of an approval flow in Admin to gain access to both the web portal and mobile app.

  • Users set up in Admin as a PA with no other permissions will gain access only to the web portal.

To view the permissions tooltip, you can Edit a user and hover over the red question mark next to Permissions.

  • Add and Submit Expenses - a standard user who can create and submit expenses.

  • Add and Submit Purchase Requests - (Invoicing module only) - allows the user to add and submit purchase requests.

  • Add and Submit Invoices - (Invoicing module only) - allows the user to add and submit invoices from the My Invoices section.

  • Finance User - provides the user with access to the Finance area for management of approved expenses and reporting.

  • Finance Administrator - allows the user to delete approved expenses, mark processed expenses as incomplete and gives access to create export schedules. 

  • Account Administrator - allows the user to add or remove users, change system settings and manage payments. 

  • Manage Ad Hoc Users - (Ad Hoc module only) - allows the user to access the Manage Ad Hoc Users area to add Ad Hoc users and preregistrations.

  • Billing - allows the user to view and download subscription invoices for the account. These users will also receive billing notifications by email.

  • Auditor - provides the user with read-only access to the Finance area.

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