In Corpay Complete, users are assigned roles and permissions according to the functions they use. Roles and permissions can be updated by users with a System Admin, Universal Admin, or Admin Settings role the Users page.
Refer to Managing User Roles and Permissions for more information about configuring user roles and permissions.
Click here to access a downloadable version of Corpay Complete Roles and Permissions.
The following tables describe the different roles available to users in Corpay Complete.
- Dashboard Roles and Permissions
- Staff Roles and Permissions
- Manager Roles and Permissions
- Admin Roles and Permissions
- Purchase Order Roles and Permissions
- Invoice Roles and Permissions
- Vendor Roles and Permissions
- Credit Memo Roles and Permissions
- Payment Roles and Permissions
- View-Only Roles and Permissions
- Workflow Roles and Permissions
- Legacy Corpay Complete Roles
Dashboard Roles and Permissions
Role | Permission |
dashboard_read_actionable_items | View the Actionable Items widget |
dashboard_read_spend_by_vendor | View the Spend by Vendor widget |
dashboard_read_spend_by_month | View the Spend by Month widget |
dashboard_read_stats_dashboard | View the Stats widget |
dashboard_read_top_five_po_balances | View the Top 5 PO balances widget |
dashboard_read_top_five_open_pos | View the Top 5 POs widget |
dashboard_read_top_five_open_invoices | View the Top 5 open invoices widget |
dashboard_read_recently_processed_payments | View the Recently processed payments widget |
Staff Roles and Permissions
Role Name | Ownership | Notes | Vendor Management Permissions | Purchase Order Permissions | Invoices Permissions | Credit Memos Permissions | Payments Permissions | Virtual Cards Permissions | Receiving Permissions | Accruals Permissions | Expenses Permissions |
staff_read_invoice | Self | This role enables users to view invoices owned by the user. | View invoices owned by user | ||||||||
staff_request_invoice | Self | This role enables users to add a new invoice in a Pending Status. | Request invoices | ||||||||
staff_read_purchase_order | Self | This role gives users read-only access for purchaser orders owned by user. | View purchase order owned by the user | View transactions | |||||||
staff_request_purchase_order | Self | This role enables users to add a new purchase order in a Pending Status. | Request invoices | ||||||||
staff_read_expense_report | Self | This role gives users read-only access to expense items and expense reports that are owned by the user. | View expense items and reports. View external accounts | ||||||||
staff_submit_expense_report | Self | This role enables users to create expense items and submit expense reports. | Submit expense items and reports, create, edit, and delete external accounts | ||||||||
staff_read_vcard | Self | This role enables users to view virtual cards owned by the user. | View cards and transactions | ||||||||
staff_request_vcard | Self | This role gives users access to the Request a new Card feature, which allows users to submit a request for a new virtual card. | Request cards | ||||||||
staff_read_vendor | Self | This role enables users to view the vendor listing. | View vendor management | ||||||||
staff_request_vendor | Self | This role enables users to request vendors. | Request vendor management | ||||||||
staff_read_payment | Self | This role enables users to view credit memos and payments. | View credit memos | View payments | |||||||
staff_read_accrual | Self | This role enables users to view all accruals. | View all accruals | ||||||||
staff_submit_accrual | Self | This role enables users to request accruals. | Request accruals | ||||||||
staff_read_receipt | Self | This role enables users to view all receipts. | View receipts | ||||||||
staff_edit_purchase_accounts | Self | This role enables users to edit purchase order accounts. | Edit purchase order accounts | ||||||||
staff_submit_receipt | Self | This role enables users to submit receipts. | Submit receipts | ||||||||
location_readonly_staff | Self | This role gives users view-only access to payments and invoices associated with the user's assigned locations. |
Manager Roles and Permissions
Role Name | Ownership | Purchase Order Permissions | Invoices Permissions | Credit Memos Permissions | Payments Permissions | Virtual Cards Permissions | Purchases Permissions | Receiving Permissions | Expenses Permissions | Policy Permissions | Subsidiary Permissions |
manager_invoice | Self, Department | View, add, delete, edit, request, submit, edit attachments, edit status, pay, and reset workflow | |||||||||
manager_invoice_readonly | Self, Department | View | |||||||||
manager_receiver | Self, Department | View, delete, edit, submit, and edit attachments | |||||||||
manager_receiver_readonly | Self, Department | View | |||||||||
manager_po | Self, Department | View, add, delete, edit, request, edit attachments, edit status, and reset workflow | View, add, edit, and edit attachment | ||||||||
manager_po_readonly | Self, Department | View | |||||||||
manager_expense | Self, Department |
Expense reports: View, add, delete, edit, request, submit, pay, edit status, and reset workflow Expense Items: View, add, delete, request, submit, and edit attachment External: View, write, edit, and delete |
|||||||||
manager_expense_readonly | Self, Department | View expense reports, expense items, and external accounts | |||||||||
manager_payment | Self, Department | View, delete, edit, request, submit, edit attachment, edit status, and rest workflow | View, delete, edit, request, submit, edit attachment, and edit status | ||||||||
manager_payment_readonly | Self, Department | View | View | ||||||||
manager_policy | Self, Department | View, add, delete, and edit | |||||||||
manager_vcard | Self, Department |
Virtual Cards: View, add, delete, edit, request, submit, edit attachment, and reset workflow Virtual Card Transactions: View and edit attachment External Accounts: View, write, edit, and delete |
|||||||||
manager_vcard_readonly | Self, Department | View virtual cards, transactions, and external accounts | |||||||||
manager_subsidiary | Self, Department | View, add, delete, and edit |
Admin Roles and Permissions
Role Name | Ownership | Notes | Vendor Management Permissions | Contacts Permissions | Purchase Orders Permissions | Invoices Permissions | Invoice Inbox Permissions | Invoice Inbox Emails Permissions | Credit Memo Inbox Permissions | Credit Memos Permissions | Payments Permissions | Virtual Cards Permissions | Purchases Permissions | Receiving Permissions | Accruals Permissions | Expenses Permissions | Policy Permissions | Reporting Permissions | Subsidiary Permissions | Budgets Permissions | Documents Permissions | Administration Permissions | Catalog Items Permissions | Settings Permissions | User Management Permissions | Teams Permissions |
admin_readonly_all | All | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | View | ||
admin_invoice_readonly | All | View | ||||||||||||||||||||||||
admin_invoice | All | View, add, delete, edit, request, submit, edit attachment, edit status, pay, and reset workflow | ||||||||||||||||||||||||
admin_po_readonly | All | View | View | View | ||||||||||||||||||||||
admin_po | All | View, add, delete, edit, request, edit attachment, edit status, and reset workflow | View, add, delete, edit, and edit attachment | View, add, edit, and delete | ||||||||||||||||||||||
admin_vendor_readonly | All | View | View | |||||||||||||||||||||||
admin_vendor | All | View, add, delete, edit, edit attachment, and reset workflow | View, add, delete, edit, and edit attachment | |||||||||||||||||||||||
admin_payment_method | All | If combined with a vendor role, users can update payment method. | If combined with an AP role, users can update the payment method on an invoice. | View | ||||||||||||||||||||||
admin_payment_readonly | All | View | ||||||||||||||||||||||||
admin_payment | All | View, add, delete, edit, request, submit, edit attachment, and edit status | ||||||||||||||||||||||||
admin_vendor_contacts_readonly | All | View | ||||||||||||||||||||||||
admin_vendor_contacts | All | View, add, delete, edit, and edit attachment | ||||||||||||||||||||||||
admin_users_readonly | All | View | View | |||||||||||||||||||||||
admin_users | All | View, add, delete, edit, and edit attachment | View, add, delete, and edit | |||||||||||||||||||||||
admin_expensereport_readonly | All | View expense reports, items, and external accounts | ||||||||||||||||||||||||
admin_expensereport | All |
Expense Reports: View, add, delete, edit, request, submit, pay, edit status, and reset workflow Expense Items: View, add, delete, edit, request, submit, and edit attachment External Expense Accounts: View, write, edit, and delete |
||||||||||||||||||||||||
admin_vcard_readonly | All | View virtual cards, transactions, and external accounts | ||||||||||||||||||||||||
admin_vcard | All |
Virtual Cards: View, add, delete, edit, request, submit, edit attachment, and reset workflow Virtual Card Transactions: View, and edit attachment External Virtual Card Accounts: View, write, edit, and delete |
||||||||||||||||||||||||
admin_accrual | All |
Accruals: View, add, delete, edit, edit attachment, and submit, Accrual Blasts: View, add, delete, edit, and edit attachment, Accrual Requests: View, add, delete, edit, and edit attachment |
||||||||||||||||||||||||
admin_budget_readonly | All | View | ||||||||||||||||||||||||
admin_budget | All | View, add, delete, and edit | ||||||||||||||||||||||||
admin_report | All | View, add, delete, and edit | ||||||||||||||||||||||||
admin_administration | All | View, add, and edit | View, add, and edit | |||||||||||||||||||||||
admin_settings | All | View, add, delete, edit, and edit attachment | ||||||||||||||||||||||||
admin_cm_readonly | All | View | ||||||||||||||||||||||||
admin_cm | All | View, add, delete, edit, request, submit, edit attachment, edit status, and reset workflow | ||||||||||||||||||||||||
admin_receiving_readonly | All | View | ||||||||||||||||||||||||
admin_receiving | All | View, delete, edit, and submit | ||||||||||||||||||||||||
admin_subsidiaries | All | View, add, delete, and edit | ||||||||||||||||||||||||
admin_documents | All | View, add, delete, and edit | ||||||||||||||||||||||||
admin_cm_inbox_readonly | All | View | ||||||||||||||||||||||||
admin_cm_inbox | All | View, add, delete, edit, and edit attachment | ||||||||||||||||||||||||
admin_invoice_inbox_readonly | All | View | ||||||||||||||||||||||||
admin_invoice_inbox | All | View, add, delete, edit, edit attachment, and edit status | ||||||||||||||||||||||||
admin_invoice_emails | All | View | ||||||||||||||||||||||||
admin_teams | All | View, add, delete, and edit | ||||||||||||||||||||||||
admin_policy | All | View, add, delete, and edit | ||||||||||||||||||||||||
admin_policy_readonly | All | View | ||||||||||||||||||||||||
universal_admin | All | View, add, delete, edit, edit attachment, and reset workflow | View, add, delete, edit, and edit attachment | View, add, delete, edit, request, edit attachment, edit status, and reset workflow | View, add, delete, edit, request, submit, edit attachment, edit status, pay, and reset workflow | View, add, delete, edit, edit attachment, and edit status | View, add, delete, edit, and edit attachment | View, add, delete, edit, request, submit, edit attachment, edit status, and reset workflow | View, add, delete, edit, request, submit, edit attachment, edit status, and reset workflow |
Virtual Cards: View, add, delete, edit, request, submit, edit attachment, and reset workflow Virtual Card Transactions: View and edit attachment External Virtual Card Accounts: View, write, edit, and delete |
View, add, delete, edit, and edit attachment | View, delete, edit, and submit |
Accruals: View, add, delete, edit, edit attachment, and submit Accrual Blasts: View, add, delete, edit, and edit attachment Accrual Requests: View, add, delete, edit, and edit attachment |
Expense Reports: View, add, delete, edit, request, submit, pay, edit status, and reset workflow Expense Items: View, add, delete, edit, request, submit, and edit attachment External Expense Accounts: View, write, edit, and delete |
View, add, delete, and edit | View, add, delete, and edit | View, add, delete, and edit | View, add, delete, and edit | View, add, delete, and edit | View, add, and edit | View, add, edit, and delete | View, add, delete, edit, and edit attachment | View, add, delete, and edit | View, add, delete, and edit | ||
system_admin | All | View, add, delete, edit, and edit attachment | View, add, delete, edit, and edit attachment | View, add, delete, edit, and edit attachment | ||||||||||||||||||||||
application_admin | All | View, add, delete, edit, edit attachment, and reset workflow | View, add, delete, edit, and edit attachment | View, add, delete, edit, request, edit attachment, edit status, and reset workflow | View, add, delete, edit, request, submit, edit attachment, edit status, pay, and reset workflow | View, add, delete, edit, edit attachment, and edit status | View, add, delete, edit, and edit attachment | View, add, delete, edit, request, submit, edit attachment, edit status, and reset workflow | View, add, delete, edit, request, submit, edit attachment, edit status, and reset workflow |
Virtual Cards: View, add, delete, edit, request, submit, edit attachment, and reset workflow Virtual Card Transactions: View and edit attachment External Virtual Card Accounts: View, write, edit, and delete |
View, add, delete, edit, and edit attachment | View, delete, edit, and submit |
Accruals: View, add, delete, edit, edit attachment, and submit Accrual Blasts: View, add, delete, edit, and edit attachment Accrual Requests: View, add, delete, edit, and edit attachment |
Expense Reports: View, add, delete, edit, request, submit, pay, edit status, and reset workflow Expense Items: View, add, delete, edit, request, submit, and edit attachment External Expense Accounts: View, write, edit, and delete |
View, add, delete, and edit | View, add, delete, and edit | View, add, delete, and edit | View, add, delete, and edit | View, add, delete, and edit | View, add, and edit | View, add, edit, and delete | View, add, delete, and edit | View, add, delete, and edit | |||
location_edit_admin | All | This role gives users provides admin/edit access to locations. |
Purchase Order Roles and Permissions
Role Name | Ownership | Notes | Purchase Orders Permissions | Purchases Permissions | Catalog Items Permissions |
procurement_special | All | This is an admin-level purchase order role for procurement. The role allows editing and deleting purchase orders and a purchase order workflow, but users cannot manually update a purchase order's status. | View, add, delete, edit, request, edit attachment, and reset workflow | View, add, delete, edit, and edit attachment | View, add, edit, and delete |
procurement_limited | All | This is an admin-level purchase order role for procurement. The role allows editing purchase orders, but users cannot manually update a purchase order's status or a purchase order's workflow. | View, add, edit, request, and edit attachment | View, add, edit, and edit attachment | View, add, and edit |
procurement_approver_with_edit | Only purchase orders the user is approving | Users with this role are allowed to edit purchase orders they are approving. Once the purchase order is approved, it cannot be edited. | View, add, edit, request, edit attachment, and reset workflow | View |
Invoice Roles and Permissions
Role Name | Ownership | Notes | Invoices Permissions | Invoice Inbox Permissions | Payments Permissions |
invoice_special | All | This is an admin-level invoice role for paying and approving. Users may pay invoices and modify their workflow. Users may access the Invoice Inbox to view, delete, and edit invoices in a New Status. | View, add, delete, edit, request, submit, edit attachment, pay, and reset workflow | View, add, delete, edit, and edit attachment | |
invoice_limited_no_pay | All | This is an admin-level invoice role for adding, editing, and deleting invoices. Users may access the Invoice Inbox to view and edit invoices in a New Status. | View, add, edit, request, submit, and edit attachment | View, add, edit, and edit attachment | |
invoice_limited | All | This is an admin-level invoice role for paying invoices. Users may access the Invoice Inbox, to view and edit invoices in a New Status. Additionally, role allows read-only viewing of all payments. | View, add, edit, request, submit, and edit attachment, pay | View, add, edit, and edit attachment | View |
invoice_no_inbox | All | This is an admin-level invoice role that grants access to everything admin_invoice does, minus paying invoices and editing an invoice's status. Users do not have access to the Invoice Inbox. | View, add, edit, request, submit, edit attachment, pay, and reset workflow | ||
invoice_approver_with_edit | Only invoices the user is approving | Users with this role can edit invoices they are approving. Once the invoice is approved, it may not be edited. | View, add, edit, request, submit, edit attachment, and reset workflow | ||
invoice_inbox_no_status | All | This is an admin-level Invoice Inbox role. Users may view, edit, and delete invoices in a New Status from the Invoice Inbox. The role gives a limited view of non-inbox invoices (list only). | View | View, add, delete, edit, and edit attachment | |
ap_clerk_inbox_only | All | This is an admin-level Invoice Inbox role. Users may view and edit invoices in a New Status from the Invoice Inbox. The role gives a limited view of non-inbox invoices (list only). | View | View, add, edit, and edit attachment |
Vendor Roles and Permissions
Role Name | Ownership | Notes | Vendor Management Permissions |
vendor_no_delete | All | This is an admin-level vendor role like the admin_vendor role but does not allow deleting vendors. | View, add, edit, edit attachment, and reset workflow |
Credit Memo Roles and Permissions
Role Name | Ownership | Notes | Credit Memo Permissions |
credit_memo_limited | All | This is an admin-level credit memo role like the admin_cm role but does not allow deleting credit memos or editing a credit memo's workflow. | View, add, edit, request, submit, edit attachment, and reset workflow |
Payment Roles and Permissions
Role Name | Ownership | Notes | Payment Permissions |
payments_void | All | This role enables users to update payment Status to Void only. This is a supplemental role and should be paired with a role that allows payment list or read, such as admin_payment_readonly. | Edit and edit status |
payments_limited | All | This is an admin-level payment role like the admin_payment role but does not allow deleting a payment or editing a workflow or attachments. | View, add, edit, request, and submit |
payments_cleared | All | This role enables users to update a payment Status to Cleared only. This is a supplemental role and should be paired with a role that allows payment list or read, such as admin_payment_readonly. | Edit and edit status |
pay_invoices | All | This role enables users to submit invoices for payment. | |
disable_editing_approved_transactions | All | This role enables users to disable editing open transactions. | |
disable_editing_pending_transactions | All | This role prevents users from editing header-level information on invoices and credit memos while approving them. |
View-Only Roles and Permissions
Role Name | Ownership | Notes | Vendor Management Permissions | Contacts Permissions | Invoice Permissions | Budget Permissions | User Management Permissions |
list_vendors | Self | This is a supplemental staff-level role that provides access to the Vendors list. | View | View | |||
list_contacts | Self | This is a supplemental staff-level role that provides access to the Vendor Contacts list. | |||||
list_invoices | Self | This is a supplemental staff-level role that provides access to the All Invoices list. | View | ||||
list_budgets | Self | This is a supplemental staff-level role that provides access to the Budgets list. | View | ||||
list_users | Self | This is a supplemental staff-level role that provides access to the Users list. | View |
Workflow Roles and Permissions
Role Name | Ownership | Notes | Vendor Management Permissions | Purchase Order Permissions | Invoice Permissions | Credit Memo Permissions | Payment Permissions | Virtual Card Permissions | Purchase Permissions | Expense Permissions |
workflow_po_reset | Self | This is a supplemental staff-level role that enables a user to edit or restart a purchase order workflow, provided they have access to the purchase order. | Reset workflow, add, and delete | |||||||
workflow_invoice_reset | Self | This is a supplemental staff-level role that enables users to edit or restart an invoice workflow, provided they have access to the invoice. | Reset workflow, add, and delete | |||||||
workflow_vendor_reset | Self | This is a supplemental staff-level role that enables users to edit or restart a vendor workflow, provided they have access to the vendor. | Reset workflow, add, and delete | |||||||
workflow_vcard_reset | Self | This is a supplemental staff-level role that enables users to edit or restart a virtual card workflow, provided they have access to the virtual card. | Reset workflow, add, and delete | |||||||
workflow_payment_reset | Self | This is a supplemental staff-level role that enables users to edit or restart a payment workflow, provided they have access to the payment. | Reset workflow, add, and delete | |||||||
workflow_expense_report_reset | Self | This is a supplemental staff-level role that enables users to edit or restart an expense report workflow, provided they have access to the expense report. | Reset workflow, add, and delete | |||||||
workflow_credit_memo_reset | Self | This is a supplemental staff-level role that enables users to edit or restart a Credit Memo workflow, provided they have access to the credit memo. | Reset workflow, add, and delete | |||||||
workflow_purchase_reset | Self | This role enables users to restart a purchase order workflow. | Reset workflow, add, and delete |
Legacy Corpay Complete Roles
Role | Notes | PO Permissions | Invoice Permissions | Payment Permissions | Credit Memo Permissions | Vendor Management Permissions | User Management Permissions | Receiving Permissions | Expenses Permissions | Reports Permissions | Administration Permissions |
accrual_admin | This role provides full access to the Accrual module. | ||||||||||
admin | This is a legacy Corpay Complete role that can update invoice debit and credit accounts that have a status of Paid. | Full access | Full access | Full access, including editing payment runs | Full access | Full access | Full access | Full access | Read, create, edit, and delete | ||
admin_limited_view | View all | View all and Inbox access | View all | View all | View all | View all | View all | ||||
admin_readonly | This role can also view budgets and administrative items. | View only | View only | View only | View only | View only | View only | View only | |||
allow_payment_role | View all | ||||||||||
ap_role | This role must be be combined with a staff role to have approval ability. | Create, approve, and cannot change status | Create, edit, approve, change status only for new invoices in Inbox, cannot change the status of any other invoice, and cannot submit invoices for payment | View only | Read, create, edit, and delete | Add and edit | View only | View only | Full access | ||
bulk_operation | This role has Administration menu access for bulk updates, including view full COA, department listing, locations, and projects. To log in, this role must be combined with other roles. | ||||||||||
catalogue_manager | This role has the following permissions for catalog items: View all, add, edit, delete, add attachment, and delete attachment |
||||||||||
cleared_payment | This role must be combined with other roles to log in. | Clear a payment | |||||||||
department_staff | Review their department | Review their department | Review their department | ||||||||
disable_inbox_status | This role cannot change the invoice Inbox status. | Disable inbox and edit | |||||||||
documents_archive | This role has view permission to Documents. | View only | |||||||||
expense_manager | This role has full access to expenses. | Full access | |||||||||
expense_staff | Add, delete, view, edit their expenses, add and delete attachment, and access their expense reports | ||||||||||
expense_admin |
Expense Items: Create, list, read, write, delete, and edit Expense Policies: Create, list, read, write, delete, and edit External Expense Accounts: Create, list, read, write, delete, and edit Expenses: Create, list, read, write, delete, approve, and edit |
||||||||||
invoice_admin | View, add, delete, edit, Inbox access, and restart workflow when invoice is in a Pending status | ||||||||||
invoice_approve_edit | This role requires a staff role to log in. | Add new POs, view their POs, and approve | View their invoices only, approve, edit invoices, and restart workflow when invoice is in a Pending status | View only their payments | View their credit memos | View only | |||||
invoice_requestor | This is a view-only role that cannot add or edit a purchase order. | Workflow: Start or restart Bills: Manually enter a bill but after the bill is approved, it cannot be edited Attachments: Add and delete attachment while approving |
|||||||||
limited_ap_role | Must be combined with staff role. | Create, approve, edit, view, but cannot change status | Create, edit, approve, change status of invoices in Inbox only, cannot submit invoices for payment, view, and restart workflow | View only | View, create, and edit | View only | View only | View only | |||
limited_approve_manager | Approve | Approve | Approve | Approve | Approve | ||||||
limited_rcv_manager | View their location/department POs | View, add, edit, and add and delete attachments but only when purchase order is not fully billed | |||||||||
limited_staff_role | This role must be combined with a staff role. | Create, view their purchase orders, and approve | View their invoices and approve | View their payments | View their credit memos and approve | View but with limited details | |||||
manager | This role grants users access to the Subsidiaries and Budgets section. | Create, view their purchase orders, and approve | View their invoices and approve | View their payments and approve | View only | ||||||
manage_reports | View all and download | ||||||||||
pay_invoice_role (Add On Role) | Submit invoices for payment | ||||||||||
payment_admin | Create, approve, view, and copy | View, approve, and submit for payment | View, create, edit, delete, change status, and edit payment runs | View, create, edit, and delete | |||||||
po_admin | This role also has access to Bulk Operations. | Create, approve, edit, view, delete, copy, and restart approvals for Pending POs only | View, edit, delete, add, and approve |
User: View, edit, delete, add, and assign roles Team: Add, edit, and delete |
View only | Limited permissions | |||||
po_admin_readonly | View all, approve, and edit while approving |
Vendors: View all Vendor Contacts: View all |
|||||||||
po_approval_edit | Edit while approving | ||||||||||
po_manager | Create, approve, and view their purchase orders | View only | |||||||||
po_manager_limited | Create, approve, view their purchase orders, and edit | View all invoices linked to purchase orders they manage and approve | View their payments and approve | View their credit memos and approve |
Vendors: View with limited details Vendor Contacts: List |
||||||
po_readonly | This role must be combined with other roles to log in. | View only | |||||||||
po_vendor_manager | Create, approve, cannot change status, edit, view, and import | View, approve, and submit for payment | View only | View only | Add, edit, view, approve, and add payment method | View only | |||||
po_workflow_reset | This role must be combined with other roles to log in. | Change PO status to Pending to restart the workflow | |||||||||
rcv_manager | View only | View only | View, add, edit, and delete | ||||||||
receiving_staff | View, add (own), add and delete attachment, invoices associated with receipts, and POs associated with receipts | ||||||||||
special_ap_role | This role can add, update, and view Bulk Operations. It must be combined with staff role to have approval ability. | Create, edit, delete, approve, and cannot change status | Create, edit, delete, approve, change status for invoices in Inbox only, submit invoices for payment, and edit payment runs | View only | View, create, edit, and delete | Add, edit, delete, and add vendor contact |
Users: View only Team: Add, edit, and delete |
View only | Generate all reports | Full access | |
staff | Create, view their purchase orders, and approve | View their invoices and approve | View their payments and approve | View with limited details | |||||||
staff_readonly | View their purchase orders and approve | View their invoices only and approve | View their payments and approve | View with limited details | |||||||
super_admin | Full access | Full access and can update debit and credit accounts for paid invoices | Full access but cannot edit a cleared payment. This role can also edit payment runs. | Full access | Full access | Full access, including assigning roles to users | Full access | Full access | |||
vcard_admin | This role grants users access to the Virtual Card module with admin rights. | View purchase orders that require virtual cards | |||||||||
vcard_staff | This role grants access to the Virtual Card module with staff rights, including view, request, approve virtual card, view their purchases, and add and delete attachments to their purchases | ||||||||||
vendor_approver | View all and approve | ||||||||||
vendor_manager | View and edit info for vendors they are responsible for (they are assigned as an account manager) | ||||||||||
vendor_readonly | This role must be combined with other roles to log in. | View only | |||||||||
void_payment | This role must be combined with other roles to log in. | Void a payment |
Comments
0 comments
Article is closed for comments.