When you add a user to Easy1, you immediately assign the appropriate permissions to this user using roles.
Here's how to do it:
- From the User Home, click on 'Administrator.'
- Navigate in the left sidebar to 'Users' and click on the user whose permissions you want to modify.
- Make sure you're in the correct administration, then assign or remove the appropriate roles where necessary.
- Do this for each administration separately by clicking on each administration individually. The user can have different permissions per administration.
- If all data and permissions are correct, click 'Save' in the bottom right corner.
What do the roles entail?
The following roles are standard in Easy1:
Employee
- Submit expense claims
- Submit mileage expenses (🌟 from Kickstart onwards)
- Submit creditcard transactions (Add on)
- Request purchases
Contract Manager
- Manages contracts
- Create payment plans on contracts (🌟 from Premium onwards)
- Digitally sign contracts (🌟 from Premium onwards)
Financial Employee
- Can view payment plans (🌟 from Premium onwards)
- Process invoices
- Manage creditcards (Add on)
Budget Holder
- Review (approve or reject) requests/documents
Administrator
- Manage users
- Set authorization
- General application settings
- Usage statistics
🌟 From the Premium subscription onwards, you can create custom roles. Learn how to create custom roles here.