Adaptive is a powerful tool that can help automate your finances, but it works best when your whole team is involved. Any one from the accounting team that needs access should be invited as well as those on the project site who will be able to add bills and expenses from the field. You can set their permissions accordingly. Check out the video tutorial or follow the directions below!
Step 1: People Tab
Select the Settings module on the left navigation bar and head into the People tab listed. Click the 'Invite People' button in the top right and you'll see options to invite your team by adding their name, their email, and their role.
Step 2: Default Roles
You'll notice that we have four roles defaulted into your workplace that have varying abilities across the platform. These are Viewer, Approver, Manager, and Boss. The permissions are as follows excluding the Boss role, which will have all functionality and permission of a Manager as well as admin control of the Adaptive account.
*Note: Company Admin refers to the permission of adding people, editing roles, and adding bank accounts when designing your own custom role. However, for the default Manager role, it also includes all administrative functions for your company Adaptive workspace.
Step 3: Custom Permissions
If the default roles do not satisfy the permissions needed for all members of your team, you can create a custom role. From the People tab, select the 'Manage Roles' button in the top right. You'll be able to 'Create Role' and add in the name and description of the customized role. From there, select the individual actions and permissions for this role.
Note that the Company Admin settings refers to the ability add People, Edit Roles, and add Bank Accounts in the Settings.
In the future, if you want to edit a custom role or delete it entirely, you can return to the 'Manage Roles' module and select the gear icon.
If you have any questions or want to share feedback, feel free to reach out at firstname.lastname@example.org.