The following predefined roles have been set up for you:

 

End user roles for Briox Go:
 

  1. Customer invoicing and supplier invoice approval: Access reports published to the Dashboard and approve supplier invoices. Access to Invoicing, and Archive as administrator.

     
  2. Viewing Rights: Viewing rights to Dashboard, Accounting, Invoicing and Financial Statements.
     
  3. Accounting and Invoicing Administrator: Access to Accounting, Invoicing, and Archive as administrator.
     
  4. Supplier Invoice Approval: Access reports published to the Dashboard and approve supplier invoices that are ready for payment.
     
  5. Customer and Supplier Invoicing: Access reports published to the Dashboard. Access supplier invoice handling and payments, as well as access to Customer Invoicing and Archive as an administrator.

 

End user roles for Briox Grow:
 

  1. Customer invoicing and supplier invoice approval: Access reports published to the Dashboard and approve supplier invoices. Access to Invoicing, and Archive as administrator.

     
  2. Viewing Rights: Viewing rights to Dashboard, Accounting, Invoicing and Financial Statements.
     
  3. Accounting and Invoicing Administrator: Access to Accounting, Invoicing, and Archive as administrator.
     
  4. Supplier Invoice Approval: Access reports published to the Dashboard and approve supplier invoices that are ready for payment.
     
  5. Customer and Supplier Invoicing: Access reports published to the Dashboard. Access supplier invoice handling and payments, as well as access to Customer Invoicing and Archive as an administrator. 

     

For the agency accountant:
 

  1. Agency accountant: The agency accountant is automatically the system administrator in the client account and has unlimited access to Accounting, Invoicing, and Archive.
     
  2. Payroll administrator: The agency accountant is the administrator for Payroll and has full access to Payroll only in the client account.
     
  3. Accounting and payroll administrator: The agency accountant is the systems administrator in the client accounts and automatically has full access to to Accounting, Invoicing, Archive, and Payroll.
     

Note: 

  • Predefined roles cannot be deleted, but they can be modified to suit your needs, so the Save and Delete options are available for all roles.
  • If you click delete on a modified predefined role, it will revert to the original standard template.
  • If you click delete on a predefined role you will be informed that it cannot be deleted.

     

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