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Team member role permissions matrix

Find out how the roles assigned to each team member change their level of access within the app.

May 15, 2025

Overview

Team members using the Universal Cut+Dry app can be set up with one of four roles, each with different access. 

Tip: Refer to Manage your team members for help with changing or adding a user's role.

 

Explore this matrix to understand the permissions each user role has within the app.


Role permissions matrix

Tip: "Section" refers to the menu tab where these options are located.

 
Action Roles
Admin/Owner Manager Employee Bookkeeper
Approvals Section
View rejected orders X X    
Chat Section
View messages X X X X
Send messages X X X X
Pay Section
View invoices X X    
Filter invoices X X    
Pay invoice (single) X X    
Pay invoice (batch) X X    
Download invoices X X    
Manage Auto Pay X X    
Download payment receipts X X    
Download print receipts X X    
Suppliers Section
Add new supplier X X X  
Edit existing supplier X X X  
Remove (archive) supplier X X X  
Reports Section
Generate "Monthly expenses by vendor" report X X X  
Generate "Monthly expenses by location" report X X X  
Generate "Expenses by product" report X X X  
Generate "Expenses by employee" report X X X  
Generate "Invoice download zip file" report X X X  
Generate "Location quantity summary" report X X X  
Generate "Invoice details" report X X X  
Generate "Daily expenses" report X X X  
Generate "Invoice details" (Quickbooks) report X X X  
Generate "Vendor price" report X X X  
Users Section
Manage Admin users X X    
Manage Manager users X X    
Manage Employee users X X X  
Manage Bookkeeper users X X X  
Support Section
View the Cut+Dry Help Center X X X X
Settings Section
Profile setting: Manage basic details X X X X
Profile setting: Manage notification preferences X X X X
Profile setting: Delete account X X X X
Company setting: Manage basic company details X X X  
Locations setting: Manage locations X X X  
Accounting setting: Manage accounting categories X X X  
Export setting: Export all orders X X X  
Export setting: Export orders with prices X X X  
Export setting: Export product X X X