Roles and Employee Access

How roles determine which sections are visible and what actions are allowed, and how to give an employee the right permissions.

1 min readUpdated: Июнь 2026

In this article

  • · How Access Works
  • · Who Can Do What

How Access Works

Access is role-based: a role is a set of permissions (what's visible in the menu and what actions are allowed).

Typical roles: account administrator, financial director, treasurer, procurement officer, financial controller, cost center manager, observer.

Who Can Do What

Create requests and documents—employees in the relevant section (treasurer, procurement officer).

Approve (accept/reject)—those with approval rights (usually managers and financial control).

Configure the system (roles, routes, integrations)—account administrator.

It's better to deactivate a fired employee than delete them—this preserves the history of their actions in documents.

FAQ

An employee can't approve a request
Check that their role has approval rights and the request is actually pending approval, not in draft status.
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