What are the different user roles?

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You can assign users different roles to manage the access they have to the system. Users can also have multiple roles.

The following 4 roles are available:

  1. Company Admin
    • Super user
    • Manage user accounts
    • Change company settings
  2. Team Member
    • Can create purchase orders
    • Access to specific budgets/projects
    • Can only view POs they created
  3. Approver
    • Budget owners
    • Approve or reject POs
  4. Finance
    • Accounting/accounts payable employees
    • Can edit every budget, purchase order, and all supplier data
    • Marks POs as fulfilled and paid
    • Override PO approvals

 

roles

 
Still Unclear? Here’s a video!