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