View detailed descriptions of Access Permissions

Area	View	Edit
Company Settings Manage company info, users & roles, approval flows, deposits, and integrations	Can view the details under the Company Settings (including Company info, Users, Deposits, Payment methods, Approval Flows, Integrations, and custom fields)	Can view and edit the details under the Company Settings (including Company info, Users, Deposits, Payment methods, Approval Flows, Integrations, and custom fields)

Create Contract Create all types of contracts EOR and Contractors
Fixed Contracts Create fixed of contracts	N/A	Can create Fixed Contracts
PAYG Contracts Create pay-as-you-go contracts	N/A	Can create Pay As You Go Contracts
Milestone Contracts Create milestone contracts	N/A	Can create Milestone Contracts
EOR Contracts Create EOR contracts	N/A	Can create EOR Contracts
Direct Employee Contracts Create direct employee contracts	N/A	Can create Direct Employee Contracts

Contracts Select contract permissions
Contracts Manage contract details	Can view list and details of all contracts they are permitted to access	Can view, edit/amend, terminate/cancel all contracts they are permitted to access
Contract Settings Manage contract settings details	Can view contract settings of all contracts they are permitted to access	Can view & edit contract settings of all contracts they are permitted to access
Works Manage work submissions of Pay As You-Go contracts	Can view work submissions of all Pay As You Go contracts they are permitted to access	Can view, add, and delete work submissions of all Pay As You Go contracts they are permitted to access
Milestones Manage work submissions of Milestone contracts	Can view work submissions of all Milestone of contracts they are permitted to access	Can view, add, and delete work submissions of all Milestone contracts they are permitted to access
Equipment Manage equipment agreements	Can view all existing Equipment Use Agreements of contracts they are permitted to access	Can view, delete, and generate new Equipment Use Agreements of contracts they are permitted to access
Expenses Manage Expenses	Can view Expenses of contracts they are permitted to access	Can view, delete, and add new Expenses of contracts they are permitted to access
Time Off Manage Time-off	Can view Time Off requests of contracts they are permitted to access	Can view, delete, and add Time Off requests of contracts they are permitted to access
Documents Manage your team documents	Can view and download documents of contracts they are permitted to access	Can view, download, delete, and add documents of contracts they are permitted to access

Payments Select payment permissions
Manage Payments Manage payments permissions	Can view upcoming payments and the payments tab of all contracts they are permitted to access	Can view, pay, and cancel payments individually or in mass for all contracts they are permitted to access
Adjust Payments Manage payment Additions and Deductions individually and in Bulk	N/A	Can add and deduct payments individually or in bulk for all contracts they are permitted to access

Invoices Manage invoices	Can view and download invoices of contracts they are permitted to access	N/A

Reporting Access analytics and download reports	Can view the analytics dashboard	Can view the analytics dashboard, generate custom reports and export to Excel or PDF

Transactions Manage Transactions	Can view payment transactions and download statements	Can view and revert payment transactions and download statements