We created customized roles because we understand that every company has different requirements when it comes to access to information and approving requests on the Remote platform.
A manager who can approve contractors' invoices and employee time-off and expenses requests
- Go to the Company settings tab, select the Admins & Permissions tab, click on User roles & Permissions, then click the Add new role button.
- Fill out the details of this role and select what information access level you want the company user to have access to and what permissions (actions they can take).
- Because this user needs to approve requests, you want to grant them Edit access to the employee's time off and expense requests and access to contractors' invoices.
See also: How do scheduled contractor invoices work?
Please note that a role can be customized as you wish based on the available permissions. Once you've created the role, if you want the company user to be assigned to specific employees / direct reports, you'll need to implement this as well from the hire's profile.
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