Access & purpose of each role

Account Owner

Account Owner has all the access. This is the highest level of access and anyone who is the account owner can full access to all the modules on the platform. The account owner also has access to the settings of the Company account and can:

• Add Company Legal Details
• Add Company Billing Details
• Add/Delete team members
• Update Payment Details

Manager

Manager has access to People and Time - Tracking Modules. This means they can:

• Add new hires
• View all hires
• Offboard a hire
• Access Time-logs & Time-offs
• View / Approve / Reject Leave requests
• View/ Approve / Reject Expenses requests

Finance

Finance has access to Payroll, Payroll Invoices and Payments Modules. This access is generally given to members from your finance team to be able to review Payroll and Invoices and make payments. They can:

• Review Payroll
• Download Payroll Report
• Review Invoices
• Reject Invoice (Incase of a discrepancy)
• Make payments

Approval Manager

Approval managers can only approve or reject leave and expense requests raised by their direct reports. This role allows you to maintain data privacy while giving managers access to approve or reject leaves and expenses. Please note that they cannot add new hires on the platform or view details of members who are not their direct reports. They can only:

• View / Approve / Reject Leave requests
• View/ Approve / Reject Expenses requests