Managing User Roles and Permissions

This article discusses how to perform the following tasks in Corpay Complete:

• Updating a User’s Roles and Permissions
• Deleting Roles and Permissions from a User

NOTE: The visibility of information in Corpay Complete is based on roles and permissions assigned to users in addition to company configuration. As a result, some information may not be visible to you or may only be available in a view only format. Follow your company’s accounting processes when completing tasks in Corpay Complete.

Updating a User's Roles and Permissions

NOTE: You must have the Super Admin role to update user accounts.

This section describes how to add or update a user’s roles and permissions.

1. Log in to Corpay Complete.

2. Select the Users menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

3. On the Users page, select the View  icon in the Action column of the user to be updated.

4. On the User Details page, click the Manage Permissions button in the System Roles pane.

5. On the Permissions page, select the permission checkbox for each Resource the user will be permitted to access or edit based on the following criteria:

• Read: The user can view the detail page for the selected resource.
• List: The user can view the grid or index page for the selected resource.
• Add: The user can add the selected resource.
• Edit: The user can edit the selected resource.
• Delete: The user can delete the selected resource.

6. Select the username breadcrumb at the top of the Permissions page or click the back icon in your web browser to return to the User Details page.

7. In the System Roles pane, select the + Role button.

8. On the Add Role dialog, select a user role from the Role drop-down.

9. Click the Submit button.

10. The new role will display in the System Roles pane.

Deleting Roles and Permissions from a User

NOTE: You must have the Super Admin role to modify user accounts.

This section describes how to remove roles and permissions from a user.

1. Select the Users menu item from the left-side navigation pane.

2. On the Users page, select the View  icon in the Action column of the user to be updated.

3. On the User Details page, click the Manage Permissions button in the System Roles pane.

4. On the Permissions page, uncheck the permission checkboxes for each Resource the user will no longer be permitted to access based on the following criteria:

• Read: The user cannot view the detail page for the selected resource.
• List: The user cannot view the grid or index page for the selected resource.
• Add: The user cannot add the selected resource.
• Edit: The user cannot edit the selected resource.
• Delete: The user cannot delete the selected resource.

5. Select the username breadcrumb at the top of the Permissions page or click the back icon in your web browser to return to the User Details page.

6. In the System Roles pane, select the X next to the role to be deleted.

7. In the confirmation dialog, click the Ok button.

8. The role will be deleted from the user and be removed from the System Roles pane.