What are the different user roles?
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:
- Company Admin
- Super user
- Manage user accounts
- Change company settings
- Team Member
- Can create purchase orders
- Access to specific budgets/projects
- Can only view POs they created
- Budget owners
- Approve or reject POs
- Accounting/accounts payable employees
- Can edit every budget, purchase order, and all supplier data
- Marks POs as fulfilled and paid
- Override PO approvals
Still Unclear? Here’s a video!