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How to invite HR, Finance and Managers

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Written by Adrian Quinn

Giving each colleague the right role lets them get on with their part of the work, while you stay in control of who can see settings, manage contracts and make payments.

Default roles

RemotePass comes with four default roles:

Role

What they can do

Admin

Full access to the account

Accountant

View people and reports, manage payments and revert transactions

HR

View, create and edit people, access reports and adjust payments

Manager

View people, payments and reports for the contracts assigned to them

To invite a user

  1. Go to Company Settings in your main menu, then select Users & Roles.

  2. Click Add New.

  3. Enter their email address and select their role.

  4. Send the invite. When they accept it, they'll have the access you've given them.

Need a role that doesn't fit the defaults? You can create your own, choosing whether it can manage contracts and what it can see or manage across Company Settings, SpendCards, Payroll and Reporting. See How to create a custom role.

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