Receipt Box Access & Permission

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:

1. 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: 

1. Receipt list shows receipts only uploaded by the user.
2. Merge receipts option is also present (in bulk action).

c. Approver: 

1. There is no reject receipts option.
2. Export option available for Approver role - which allows to download receipt.