| Role | Notes | PO Permissions | Invoice Permissions | Payment Permissions | Credit Memo Permissions | Vendor Management Permissions | User Management Permissions | Receiving Permissions | Report Permissions |
|---|---|---|---|---|---|---|---|---|---|
| accrual_admin | Accrual module: Full Access | ||||||||
| admin | Can update invoice debit and credit accounts in paid status. | Full access | Full access | Full access | Full access | Full access | Full access | Full access | Full access |
| admin_limited_view | View all | View all and Inbox access | View all | View all | View all | View all | View all | View all and download | |
| admin_readonly | Can view budgets and administrative items, too. | View only | View only | View only | View only | View only | View only | View only | View only |
| allow_payment_role | -- | -- | View all | -- | -- | -- | -- | -- | |
| ap_role | Needs to be combined with staff role to have approval ability. | Create, Approve, Cannot change status | Create, Edit, Approve, Change status only for new invoices in Inbox, Cannot change status of any other invoice, Cannot submit invoices for payment | View only | Read, Create, Edit, Delete | Add, Edit | View only | View only | -- |
| bulk_operation | Administration menu access for bulk updates, view full COA, department listing, locations, projects, etc. Needs to be combined with other roles to login. | -- | -- | -- | -- | -- | -- | -- | -- |
|
catalogue_manager |
Catalogue Items: View all, Add, Edit, Delete, Add Attachment, Delete Attachment | -- | -- | -- | -- | -- | -- | -- | -- |
|
cleared_payment
|
Need to be combined with other roles to login. | -- | -- | Ability to clear a payment | -- | -- | -- | -- | -- |
|
department_staff |
Review own dept | Review own dept | Review own dept | ||||||
|
disable_inbox_status |
Can't change invoice inbox status | -- | Disable inbox edit | -- | -- | -- | -- | -- | -- |
|
document_archive |
Documents: view permission | ||||||||
|
expense_manager |
Expenses: Full permissions | ||||||||
|
expense_staff |
Expenses: Add, Delete, View, Edit (own), attachment add/delete, access expense reports (own) | ||||||||
| invoice_admin | -- | View, Add, Delete, Edit, Inbox access, and restart workflow when invoice is in Pending status | -- | -- | -- | -- | -- | -- | |
| invoice_approve_edit | Requires Staff role for login. | Add new POs, view their own POs only, Approve | View their invoices only, Approve, Edit invoices, and restart workflow when invoice is in Pending status | View only their payments | View only their credit memos | View only | -- | -- | -- |
| limited_ap_role | Must be combined with staff role. | Create, Approve, Edit, View, Cannot change status | Create, Edit, Approve, Change status of invoices in Inbox only, Cannot submit invoices for payment, View, Restart workflow | View only | View, Create, Edit | View only | View only | View only | -- |
| limited_approve_manager | Approve | Approve | Approve | Approve | Approve | -- | -- | -- | |
| limited_rcv_manager | View their own location/department POs | -- | -- | -- | -- | View, Add, Edit, add/delete attachments (only when PO is not fully billed) | -- | ||
| limited_staff_role | Must be combined with the staff role. | Create, View only their own, Approve | View only their own, Approve | View only their own | View only their own, Approve | View but with limited details | -- | -- | -- |
| manager | Grants them access to the Subsidiaries and Budgets section. | Create, View only their own, Approve | View only their own, Approve | View only their own, Approve | -- | View only | -- | -- | -- |
| manage_reports | -- | -- | -- | -- | -- | -- | -- | View all, Download | |
| pay_invoice_role | -- | Ability to submit invoices for payment | -- | -- | -- | -- | -- | -- | |
| payment_admin | Create, Approve, View, Copy | View, Approve, Submit for payment | View, Create, Edit, Delete, Change status | View, Create, Edit, Delete | -- | -- | -- | -- | |
| po_admin | Also has access to Bulk Operations | Create, Approve, Edit, View, Delete, Copy, Restart approvals for Pending POs only | -- | -- | -- | View, Edit, Delete, Add, Approve | View, Edit, Delete, Add | View only | -- |
| po_approval_edit | Edit while approving | -- | -- | -- | -- | -- | -- | ||
| po_manager | Create, Approve, View only their own | -- | -- | -- | View only | -- | -- | -- | |
|
po_manager_limited |
Create, Approve, View only their own, Edit | View all invoices linked to POs they manage, Approve | View their own, Approve | -- | View with limited details | -- | -- | -- | |
| po_readonly | Need to be combined with other roles to login. | View only | -- | -- | -- | -- | -- | -- | -- |
| po_vendor_manager | Create, Approve, Cannot change status, Edit, View, Import |
View, Approve, Submit for payment |
View only | View only | Add, Edit, View, Approve, Add payment method | View only | -- | -- | |
| po_workflow_reset | Need to be combined with other roles to login. | Change PO status to Pending to restart the workflow |
-- |
-- | -- | -- | -- | -- | -- |
| rcv_manager | View only | View only | -- | -- | -- | -- | View, Add, Edit, Delete | -- | |
| receiving_staff | View, Add (own), Attachment add/delete, Invoices associated to receipts, POs associated with receipts | ||||||||
| special_ap_role | Needs to be combined with staff role to have approval ability. | Create, Edit, Delete, Approve, Cannot change status | Create, Edit, Delete, Approve, Change status for invoices in Inbox only, Can submit invoices for payment | View only | View, Create, Edit, Delete | Add, Edit, Delete | View only | View only | -- |
| staff | Create, View their own only, Approve | View their own only, Approve | View their own only, Approve | -- | View with limited details | -- | -- | -- | |
| staff_readonly | View their own only, Approve | View their own only, Approve | View their own only, Approve | -- | View with limited details | -- | -- | -- | |
| super_admin | Full access | Full access, Update debit and credit accounts for paid invoices | Full access, Cannot edit a cleared payment | Full access | Full access | Full access, Assign roles to users | Full access | Full access | |
| vcard_admin | Grants access to the virtual card module with admin rights. | Can view POs that require vCards | -- | -- | -- | -- | -- | -- | -- |
| vcard_staff | Grants access to the virtual card module with staff rights. View/Request/Approve Vcard, View purchases (own), add/delete attatchments to purchases (own) | -- | -- | -- | -- | -- | -- | -- | |
| vendor_manager | -- | -- | -- | -- | View and edit info for vendors they are responsible for (they are assigned as an account manager) | -- | -- | -- | |
| vendor_readonly | Must be combined with other roles to login. | -- | -- | -- | -- | View only | -- | -- | -- |
| void_payment | Must be combined with other roles to login. | -- | -- | Add the ability to void a payment | -- | -- | -- | -- | -- |
Role Types and Their Permissions
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