This guide explains the different user roles in the system—Admin, Finance, and Employee—and the access levels associated with each. These roles determine what actions users can perform within the platform.
1. Admin Role
The Admin role has the highest level of access and control over the platform. By default, the person who creates the account is assigned this role.
Responsibilities:
Manage users: Invite employees and assign roles via Admin > Company > User Management.
Configure company settings, including invoice templates, payment methods, and organization details.
Track user activity and monitor invitation statuses in the User Management section.
Handle escalations and oversee system configurations.
Can Submit, Approve and Mark as Paid for all bills and claims in the platform, including their own.
They have access to company level analytics
2. Finance Role
The Finance role is designed for users who manage the financial aspects of the organization.
Permissions:
Can create and send invoices.
Manage bills, expenses, and payments.
Export financial data for accounting purposes.
Then have the authority to Mark As Paid bills and claims . They are also allowed to Submit claims or bills. They are not allowed to Approve)
They do not have access to company level analytics
3. Employee Role
The Employee role is for general users who need limited access to perform specific tasks.
Permissions:
Submit expense claims, bills or invoices and upload supporting documents. They are not allowed to Approve or Mark as Paid any items
View tasks or claims assigned to them only.
They do not have access to company level analytics.
Access limited reports based on the admin’s configuration.