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