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, then click on User roles & Permissions tab, click on the Add new role button.
- Fill out the details of this role, 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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