User roles can be used to both increase and limit the accessibility of costs and functions in Bezala. The roles of each user are agreed internally in your company. If you wish to make any update to your or your colleague's user role, kindly contact the main user of your company.
Basic roles
Employee: can add expenses. Can be a supervisor/approver if he's been saved as someone's approver.
Manager: can edit company and user settings. Requires also the Employee role to function.
Accountant: sees all transactions. Requires also the Employee and Manager roles to function.
Special roles
Public: Can be selected as an approver when changing a transaction-specific approval cycle.
Money checker: The final approver in any approval cycles in which the user's set as an approver.
Secretary: Can add expenses on other users' behalf
Instructions on setting up secretary role:
Request the role to user(s) from our [email protected]
Add user(s) as resource to all Accounts and Cost Centers of Users for whom he is Secretary (for Example if User_1 has Asset_Account_1 assigned to him - User_1 is in resource if Asset_Account_1, for proper working Secretary must be also in resources of Asset_Account_1)
User role chart
Basic roles | Employee | Manager | Accountant |
create/view/update/delete travel and expense claims | own expenses | own expenses | all |
View credit card transactions and missing receipts | own expenses | own expenses | all |
Can add/connect receipts to credit card transactions | own expenses | own expenses |
|
Send missing email reminders | own expenses |
| all |
Upload/delete credit card bill transactions |
|
| all |
View Accounting batches | own expenses | all | all |
View/Create/edit/delete budgets | own data | all | all |
Edit integrations |
| + |
|
Send transactions to accounting |
| + |
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View/Create/edit/delete Account rules |
| + |
|
View/Create/edit/delete email rules | + | + | + |
Create new company and edit company settings |
| + |
|
Add/edit/delete user |
| + |
|
Create/Activate/Deactivate cost center |
| + |
|
Create/Activate/Deactivate purchase types/ payment methods |
| + |
|
Create/Activate/Deactivate reward types |
| + |
|
Can be added to approval cycle | + | + | + |