Setup & Configuration

Understanding Receipt Box Roles and Visibility in Docyt

Receipt Box in Docyt offers a versatile platform for managing and organizing receipts. To enhance user experience, different roles have been established, each providing distinct levels of access and visibility. This article will guide you through the nuances of each role within Receipt Box.

Managing Access Levels:

    To configure user access for employees, follow these steps:

    1. Log into Docyt: Access Docyt by logging in to the web app. Link here.
    2. Click on 'Settings' from the main header menu.
    3. Choose 'Business Employees' from the left navigation menu.
    4. To allocate access to the user, click on the employee's name and select the desired access level from the drop-down menu under Receipt Box.

    Roles

    a. None: Users with the role of 'None' do not have access to the Receipt Box and cannot view this module within Docyt. They cannot upload, view, or verify any receipts within Docyt.


    b. Uploader: The 'Uploader' role allows users to perform a wide range of actions on receipts. This includes uploading, editing, deleting, sending messages, forwarding receipts, and reporting issues.

    c. Approver: Users with the 'Approver' role possess more advanced capabilities than Uploaders. They can approve or reject receipts and split receipts across businesses. Additionally, they can perform all Uploaders' actions, such as uploading, editing, deleting, sending messages, forwarding receipts, and reporting any issues.

    The approver has access to all the uploaded receipts, no matter the uploader, for all the bank accounts they have access to.

    If the user's role is set to approver and they have access to all bank accounts, they should be able to see all the uploaded receipts.

    Visibility of Receipts

    The visibility of receipts for Uploaders/Approvers depends on how they were uploaded and the banking accounts that the user can access:

      User is Known User is Unknown

    Payment Account is Known

    1. The user who uploaded the receipt should be able to see the receipt.

    2. The user who has the following statuses, should be able to see the receipt:

    a. User with Receipt Box: 'Approver' access.

    AND

    b. User with access to the recognized payment account.

    1. The user who has the following statuses should be able to see the receipt:

    a. User with Receipt Box: 'Approver' access.

    AND

    b. User with access to the recognized payment account.

    Payment Account is Unknown

    1. The user who uploaded the receipt should be able to see the receipt.

    2. The user has the following statuses, should be able to see the receipt:

    a. User with Receipt Box: 'Approver' access, 

    AND

    b. User with access to ALL payment accounts

    1. The user who has the following statuses should be able to see the receipt:

    a. User with Receipt Box: 'Approver' access, 

    AND

    b. User with access to ALL payment accounts. 

    A user is known when they upload the receipt using the email associated with their Docyt Account. In addition, if the user uploads the receipt using Docyt (Web App or Mobile App), the user is recognized.