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Role permissions matrix
Find out how the roles assigned to each team member change their level of access within the app.
On this page:
Overview
Team members using Cut+Dry can be set up with one of four roles of access. Refer to Add a new user for help with changing or adding a user's access role.
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 | 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 | ||
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 | |
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 | |
| Accounting setting: Manage accounting categories | X | X | X | |
