As your team gets larger, you want to add other team members to manage the RemotePass account and you might want to restrict access depending on the role and department.

To assign a role to a user

  • Go to Company Settings and select the Users tab

  • Add a new user and assign a role Or, change the role of an existing user by clicking the edit icon.

Below a table showing you the different role types available to you:

Admin

HR

Accountant

Manager

Contracts

Create & Manage

Create & Manage

View only

View only

(assigned contracts)

Invoices

Yes

Yes

Yes

No

Documents

Yes

Yes

Yes

View only

(assigned contracts)

Payments

Yes

View only

Yes

View only

(assigned contracts)

Transactions

Yes

Yes

Yes

No

Approve

- Expenses

- Time-off

- Time-sheets

Yes

Yes

Yes

Only assigned contracts

Company Settings

- Users

- Entity details

- Custom Fields

Yes

Yes

No

No

Did this answer your question?