What accesses the different user roles provide

Created by Lukas Christensen, Modified on Thu, 27 Apr, 2023 at 4:44 PM by Lukas Christensen

In this article, we will go over what the different user roles can do. For a more detailed overview, please refer to the support article "Creating a new user".


User:

  • Can only view documents awaiting approval in a group that the user has access to
  • Similarly, can only view documents in Archive that the user has submitted or approved at some point in the flow
  • Can only see Approval and Archive tabs
  • Can be granted access to all documents in Archive - even those the user has not been involved with
  • Can be granted access to view all documents that have gone through the approval group the user is part of - not just those the user has approved


Administrator:

  • Can view all documents across approval groups in both Approval and Archive
  • Can see all five tabs
  • Has access to settings


External Bookkeeper:

  • By default, can view all documents across approval groups in both Approval and Archive
  • Can be configured to have certain limitations
  • Does NOT have access to settings


External Consultant:

  • Can view all documents across approval groups in both Approval and Archive
  • Can see all five tabs
  • Has access to settings
  • Differs from a normal Administrator in that they typically have access to multiple companies and are placed in the Broker by default


Customer Administrator:

  • Can view all documents across approval groups in both Approval and Archive in all companies under the Broker
  • Can see all five tabs in all companies under the Broker
  • Has access to settings in all companies under the Broker
  • Has access to the "New Customer" menu item in settings on the Broker


Branch Administrator:

  • Same as Customer Administrator - but can see further down the hierarchy
  • Can view all customers under the Broker, and their brokers' customers, etc


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