Roles to view and manage documents

Document Management Permissions by Role

The following roles have permission to view documents:

  • Administrator
  • Accountant
  • Payer
  • Clerk

Of these four (4) roles that can view documents, the following can also manage documents:

  • Administrators
  • Accountants
  • Clerks

The role of Approver does not have permission to view or manage documents. The role of Payer can view documents, but not manage them.

For more information about Users and Roles, review the list of Roles in your account:

  1. Click the gear icon
  2. Under Permissions, click Roles
  3. Click a User Role to view the permissions