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A user role is comprised of a set of rules that governs access to features, accounts and
transaction types that can be assigned to multiple users. For example, you can define
the differences in access that a payroll administrator would have in comparison to
your two payroll clerks, or a location manager compared to an owner. This feature
allows you to setup checks and balances within your payment processes.
Limits and allowances created in User Roles are
further limiters to what is allowed at the company
level. Restrictions may not exceed the limits set in
the Company Policy.
Click on the
User Roles
tab.
1.
Click on the
icon next to the
User Role
you would like to edit.
2.
A new role can be created by clicking
Create Role
..
3.
For each
Transaction Type
, define allowable actions, rights and approval limits
as well as
Features
and
Accounts
for which that user will have access.
User Roles:
Commercial
User Roles