Overview

User permissions grant users access to a set of features.
  • Only administrators can access these settings.
  • This can only be done from the web, not the mobile app.


User Permission Levels


Standard

  • The user can create and manage orders.
  • Users cannot use Create PO at this level.


Advanced

  • The user can create and manage orders + create manual POs.


Administrator

  • Advanced permissions + company, project, and user management.
  • Administrators can make other users administrators.
  • Administrators can view all expenses, invoices, and company settings.


Easily assign a set of permissions to new users by selecting this from the Permissions drop-down:

  

  


Need help?

There are three ways to reach our Customer Support team: