Introduction to user roles and permissions

Introduction to user roles and permissions

Before you get started, your Platform Administrator will create Payer Admin users. These Admin users will have wide permissions across every role and will also be able to create Roles and Permissions and invite other users (including other Payer 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 Uploader”). Anyone with PayerAdmin 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)

  • AP admin

  • AP

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

  1. Create roles and permissions on the Platform 

  2. Invite users to the roles you have created on the Platform

  3. Decide if you want Users to customise their notification settings

  4. Implement two factor authentication

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