User permissions can be found through the Organisation Settings on the top right. From here, you can select granular permissions for other Admins, Users, and Clients.

Admins can:

• Modify permissions for existing admins and users

• Invite new users and modify their permissions

Users can:

• Invite new users and modify their permissions

User permissions scope

• Transaction

  • View all: Can view all transactions

  • View own only: Can only view their own transactions

  • Publish: Can publish transactions

  • Delete: Can delete transactions

• Document

  • Upload: Can upload new documents

• Expense claims

  • View all: Can view all expense claims

  • View own only: Can only view their own expense claims

  • Create: Can create new expense claims

  • Publish: Can publish expense claims to ledger

  • Delete: Can delete expense claims

• Prepayments

  • View all: Can view all prepayments

  • View own only: Can only view their own prepayments

  • Create: Can create new prepayments

  • Publish: Can publish prepayments

  • Delete: Can delete prepayments

• Bank Statements

  • View all: Can view all bank statements

  • View own only: Can only view their own bank statements

  • Delete: Can delete bank statements

• Business settings

  • Update: Can update business settings

Managing entity access

• Locate the user or client whose access you wish to change

• Click the Manage Access button

• Toggle the different entity you want them to have access to

Common user configurations

Adding client employees for expense claims only

• Invite employees as a Client user type

• When selecting their permissions, disallow access to all components apart from Expense Claims

Adding clients for upload only

• Invite clients as a Client user type

• When selecting their permissions, only allow:

  • Transactions - view all

  • Documents - upload

  • Expense claims - view all + create

Adding clients to read only

• Invite clients as Client user type

• Select the pre-configuration "Read Own Only"