How to allow a company user to approve contractors' invoices

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By default, the company owner and super admin have the permissions and access to all aspects of your company account, including being able to view and approve contractors' invoices. If you want a company user (e.g. the contractor's manager) to be able to approve contractors' invoices without having access to everything, you need to create a customized role. 

  1. Go to the User & permissions tab, click on the Add new button, then choose Role.


  2. Fill out the details of this role and what permissions (actions they can take) and information (direct reports or everyone) you want the company user to have access to. Because this user needs to approve requests, you want to grant them Edit access to the contractors' invoices.


For other ways to customize a company user role:

See also: Create a tailored manager role based on company's needs

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