User Setup & Configuration
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      Categorization Access & Permission

      Categorization Access Control lets Business Admins manage which users can view and edit categorization options in the Banking Accounts, Accounts Payable (AP), and Receipt Box modules.

      How to Access This Setting

      1. Click on 'Settings' from the main header menu.
      2. Choose 'Business Employees' from the left navigation menu.
      3. Click on the employee's name.
      4. Use the drop-down menu to allocate user access.



      The following describes what the user will have access to based on active/inactive status.

      Accounts Payable (AP)

      (Learn more about module level permissions for AP here)

      Role Active Not Active
      None Users won't be able to access/use Accounts Payable.   Users won't be able to access/use Accounts Payable.
      Uploader See/edit categorization options at all places in AP. Cannot see categorization options anywhere in AP.
      Verifier See/edit categorization options. See/edit categorization options.
      Approver See/edit categorization options.     See/edit categorization options.
      Payer See/edit categorization options.     See/edit categorization options.
      Approver & Payer See/edit categorization options.     See/edit categorization options.

      Receipt Box

      (Learn more about module level permissions for receipt box here)

      Role Active Not Active
      None Won't be able to access/use Receipts. Won't be able to access/use Receipts.
      Uploader See/edit categorization options.     Cannot see categorization
      Approver See/edit categorization options.     See/edit categorization options.    

      Reconciliation Center

      Role Categorization Active

      Categorization Not Active
      Accountant Can click/view button to categorize transactions Cannot click/view button to categorize transactions
      Can view option to select category Can view option to select category
      Can view Past Transactions (View All) Can view Past Transactions (View All)
      None Can click/view button to categorize transactions Cannot click/view button to categorize transactions
      Can view option to select category Cannot view option to select category
      Hide Past Transactions (View All) Hide Past Transactions (View All)