If you have the Manage people permission, you can set up permissions to give users access to all or specific folders. You can also give or restrict some of the features within each folder.
Access the Permissions tab
You can access the Permissions page for a user in the following way:
From your account, click the People section on the left-hand navigation bar.
Click Edit beside the user name.
📎NOTE: When you invite a new user, the permissions page will open automatically.
Set Up Access for:
Before you set up permissions, you need to make sure you select the correct Company or Account setting under Set Up Access for.
Account
If you need to apply the same permissions for all the companies within the account, select Account.
Company
If you want to apply different permissions at a company level, select Company. Then select the actual company from the drop-down. Make sure to switch and set the permissions for each company.
Permissions sections
From the Permissions tab, you can give access to the following sections or folders:
Account / Company Management
Expenses
Purchases / Supplier Statements
📎NOTE: This means you can't give access to the Purchases or Supplier statements folders independently from each other. They’ll always apply together.
Sales
Bank Statements
File Management
Restrictions within a section / folder
The applicable restrictions will differ for the following:
Account / Company Management
Account / Company Management
Within this section, you can apply all or a selection of the following permissions for a particular company/client at account or company level:
Company Settings
NOTE: The company Settings permission gives access to both the Company Settings page and the Integration page.
Manage People - allows a user to add and edit users to the account / company
Add Companies - allows a user to add more companies to the account (account level only)
Force Two-Step Verification
Expenses
Expenses
Within the Expense Reports folder, you can apply all or a selection of the following restrictions:
Submitter
Approver
Edit Before Approval + Approver
📎NOTE: Selecting Edit Before Approval will always activate the Approver permissions together with it.
Admin
View our guide for Expenses user permissions for more details about the different types of permissions in this section.
Purchases/Supplier Statements, Sales, Bank Statements, File Management folders
Purchases/Supplier Statements, Sales, Bank Statements, File Management folders
Within each of those folders, you can apply the following restrictions:
View/Edit only without giving access to the Upload
📎NOTE: There’s no restriction available allowing you to View or Edit independently.
View/Edit and Upload
📎NOTE: This means you can't give access to Upload only without giving access to View/Edit.
FAQs
Can I give access to upload invoices only without allowing them to edit or publish?
Can I give access to upload invoices only without allowing them to edit or publish?
You can't allow users to upload sales and purchases invoices without giving access to the invoices edit mode and publication features. However, you can give a user the Submitter access to upload Expenses instead. Another user with the permission can then approve and move the expense to the Purchases folder.
Similarly, you can restrict access to the File management folder only.
Visit our article Upload access only for invoices, for more information.
📎NOTE: If a page appears for a second before it disappears, this is a sign the user doesn't have the permission to access it.