User Permissions

Administration Permissions

• Administration Access
  • Allow a user to access all of the settings page
• Configuration Setup
  • Access to the Configuration settings in the system
  • The configuration settings control the behavior of the site
  • It is recommended that only a few users have this permission
• Custom Fields
• Dynamic Attributes
  • Allow a user to create and disable dynamic attributes for vendors and projects
• Organization Setup
  • Allow a user to add or edit your organization(s)
• Publishers and Brands
  • Allow a user to add or edit your organization(s)
• Offices
  • Allow a user to create or edit one of your office(s)
• Contract Templates
• Purchase Order Setup
• User Configuration
  • Allow a user to create or edit users in the system
  • User configuration also gives a user the ability to update system permissions
• Other
• Email Templates
  • Allow a user to edit and publish system email templates
• Import
  • Allow a user to import vendor or vendor contact date into the system
• Help Center Updates

Payables Permissions

• Payables Access
• Access Invoice Approvals
  • Allow a user to see any invoices that require approval and payment
• Approve Vendor Invoices
  • Give a user the ability to approve a vendor invoice
  • An invoice must be finance approved to pay a vendor
• Create New Invoice
  • Allow a user to create a new Vendor Invoice record
• Deny Pending Invoices
  • Allow a user to use the deny action on the invoice approval page
• Search Invoices
  • Allow a user to access the invoice search page
• Place On Hold Status
  • Allow a user to place and remove a hold on a vendor invoice
  • You can only place approved invoices on hold
• Pay Vendor Invoices
  • Allow a user to either record a payment to an invoice or process a payment to a vendor
• Purchase Orders
  • Allow a user to access the purchase order page
• Approve Purchase Orders
  • Allow a user to approve purchase orders

Project Permissions

• Project Access
• Access All Projects (Read only)
• Edit Any Element (All Project Access Required)
• Access Projects Report
• Access Projects Billing Report

Vendor Permissions

• Contact Access
• View Vendor Contacts
  • Allow a user to view and edit a vendor record
• Access Vendor Contact Applications
  • Allow a user to review a file uploaded to the vendor contact record
• Import Vendor Contacts
  • Allow a user to import vendor contacts
  • The user must also have the import permission
• View Vendors
  • Allow a user to view and edit a vendor record
• Import Vendors
  • Allow a user to import vendor contacts
  • The user must also have the import permission

HR Permissions

• HR Access
• Timesheets (All Users)
• Add/Edit All Users Timesheet Information
• Recode User Timesheet Report Entries
• Approve Timesheets

Report Permissions

The report permission give a user access to run and view each of the following reports.

• Finance Reports
• AP Aging Report
• AP Payments Report
• PO Line Item Report
• PO Summary