Business Center Support

What are the different permissions available and how do they work?

The following grouped list of permissions is available for the admin to use to assign to groups.

All of these are specific to the group and company.

• General Permissions which includes permissions to setup the Account
  1. View and Manage permissions for Application Preferences
  2. Manage permissions for Team which allows the user to create user groups and invite team members to business center
  3. View and Manage permissions for Approval Rules for Bills & Payments
  4. View and Manage permissions for Bank Account and the corresponding Dashboard
  5. View and Manage permissions for Accounting Software and the corresponding Dashboard
  6. Manage permissions for creating and managing the payment account.
  
  
• Vault
  1. Manage permissions for the vault inbox which provides a unique email address for the vault. A user with this permission can access the inbox and categorize the emails received as bills and other document types.
  2. View and Manage permissions for vault documents and folders. This permission set allows the user to access the categorized documents inside the vault.
  3. Restricting to a document type - This permission is unique and it allows the group to access only certain document types inside the vault. The group needs to have manage documents permission before their access to any document type can be restricted.
  
  
• Payables
  1. View and Manage permissions for Bills, Payments and Vendors
  2. Restrict to particular vendors - This permission is unique as once the user/user group is given this permission, the admin will then have to select a list of vendors to restrict to.
  
  
• Receivables
  1. View and Manager permissions for Customers and Invoices.
  2. Restrict to particular customer - This permission is unique as once the user/user group is given this permission, the admin will then have to select a list of customers to restrict to.