Fund Manager: Introduction to user roles and permissions
Before you get started, your Platform Administrator will create Fund Manager Admin users. These Admin users will have wide permissions across every role (e.g. maker and checker) and will also be able to create Roles and Permissions and invite other users (including other Fund Manager Admin Users) to the Platform.
Permissions are the list of functions that are possible on the Platform (such as upload invoices, approve invoices, risk approve invoices or view only).
Roles are the grouping of certain Permissions into Roles that mirror the functions of members of your team (e.g. “Invoice Approval Maker” and “Invoice Approval Checker”). Anyone with Fund Manager Admin access can create bespoke roles under the “User Management” section of the User Profile Menu in the top right corner.
To make it easy to create new roles, we offer some templates on the Platform that we see many of our Funders use (the full permissions associated with them are visible on the Platform).
Super Admin (Read Only)
Invoice Approval (Maker)
Invoice Approval (Checker)
Credit Admin (Maker)
Credit Admin (Checker)
Invoice Approval (Maker)
Invoice Approval (Checker)
We recommend splitting the “making” and “checking” roles between different users so that you have a controlled 4-eye process.
If you use our template roles the notifications will be tailored to what is required for each role. Otherwise you can allow users to customise which notifications they receive (see below)
Next steps
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