Assign permissions

When you add a user to Easy1, you immediately assign the appropriate permissions to this user using roles.

Here's how to do it:

1. From the User Home, click on 'Administrator.'
2. Navigate in the left sidebar to 'Users' and click on the user whose permissions you want to modify.
3. Make sure you're in the correct administration, then assign or remove the appropriate roles where necessary.
4. Do this for each administration separately by clicking on each administration individually. The user can have different permissions per administration.
5.  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.