Manage Roles / Permissions:
Go to: Settings > People > Manage Roles
In Manage Roles, choose from these Roles (i.e., permission levels):
Contributor:
Lowest level of access
Contributors can only View, Submit & Edit their own Bills & Receipts. They are only able to Approve if their approval is requested or if they are already included in an Approval Workflow.
For team members that are mainly going to be submitting Bills & Receipts.
Project Manager:
Project Managers have access to the entire platform, but they cannot make payments, invite teammates, configure settings, and sync receipts to accounting software
Bookkeeper:
Bookkeepers have access to the entire platform, but they cannot make payments
Boss:
Highest level of access
Bosses are super users that can do everything on Adaptive
Click on any of these roles to view specific permissions in the following categories:
Bills
Purchase Orders
Jobs
Draws
Expenses
Company Settings
Vendors
Reports
Create custom roles by clicking on the Create Role button:
Here, you can select the individual permissions for your custom role.
Click Save when finished.
Inviting Teammates:
Once you've established roles for your team, now it's time to start inviting team members:
Go to: Settings > People > Invite People
From Invite People window, choose:
Name
Email
Phone Number
Useful for 2-Step Verification on Payments
And for SMS/text message mobile phone submissions of Receipts.
Role
Click Send Invite
If you have any questions or want to share feedback, feel free to reach out at [email protected].