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User rights: what does each role do?

Maxime avatar
Written by Maxime
Updated over a month ago
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Here's what these roles do:

Nr

What it does

Nr

What it does

1

The user can view in-progress and archived accounts payable

14

The user can create a Banqup account for another company (useful when an entrepreneur has more than one company and needs separate accounts for each company)

2

The user can accept incoming documents

15

The user can view, add, edit and delete suppliers from your list

3

The user has business approval rights

16

The user can view, add, edit and delete customers from your list

4

The user can fill out invoices' data manually

17

The user can edit invoices that have already been archived

5

The user can filter batches of documents received through email and determine if they're invoices, credit notes, expenses, attachments or if they shouldn't be imported

18

The user can archive accounts receivable without accepting them first

6

The user can view in-progress and archived accounts receivable

19

The user can archive accounts receivable without sending them to the customer first

7

The user can send accounts receivable and then view them

20

The user can approve payments

8

The user can view the PayMails that were sent

21

The user can mark an invoice as paid

9

The user can create, send and view PayMail directs

22

The user can access the Bank accounts menu

10

The user can create invoices with the DIY invoice creation tool.

23

The user can make payments

11

The user can edit/manage users

24

The user can view documents from the Doc Center

12

The user can manage other users' roles

25

The user can add or remove documents from the Doc Center

13

The user can edit the company's information

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