-
Docyt Setup, Personal & Business Settings
-
Navigation & Getting Started
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
Accounts Payable
- Setup
- Managing and Processing Invoices
- The UPS Store®
- Document Management
- Vendor Credits
- Accounts Payable Approval Settings
- Bill Pay
- Docyt Full Service Check
- Docyt ACH
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- Payment Rules
- Receipt Box
-
Flagged Transactions & Document Requests
-
Financial Connections
-
Split Expenses, Accrue Expenses & Intercompany Settlement
-
Expense Reports & Employee Reimbursement
-
Receipt Management
-
Business Reports & Budgets
-
Vendors, Payees, W-9 & 1099
-
Revenue Integration & Reconciliation
-
Reconciliation Center
-
Accounts Receivable for The UPS Store®
-
Business Mailroom
-
Accountant
-
Product Updates
-
Docyt University
-
iOS
-
Ledger Reports
-
Revenue Centre
-
Integration
-
Docyt Plans
-
Vendor Payment Report
-
Docyt Check
-
Account Receivables
How to Manage Document Requests Visibility in Docyt iOS & Android App
Overview
This guide helps you understand how document request permissions work in the Docyt iOS app. It explains how to control visibility of different businesses on the document requests screen based on user permissions.
Permissions and Visibility
- Viewer Permission: Users with this permission can see document requests but cannot make changes.
- Reviewer Permission: Users with this permission can review and approve document requests.
- None Permission: Users with no permission for a specific business will not see that business on the document requests screen.
How It Works
When you change a business on the document requests screen, the app checks your permissions for that business:
- If you have Viewer permission for Business 1 and Reviewer permission for Business 2, the app will allow actions based on these permissions.
- If you have None permission for a business, that business will be hidden from the document requests screen.