1. Home
  2. Docs
  3. System Setup
  4. User Permissions

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