How to Add a User to Docyt

To configure user access for employees, follow these steps:

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. Select the options from the Role drop-down menu. The role can be of Business Admin or Employee. 
5. By default, the User Management field is automatically set to 'Active' for the Business Admin Role. If the Role is 'Employee', then the User Management field can be adjusted to 'Active' or 'Not Active'. When the User Management is set to 'Not Active', the 'Settings' menu will not be visible, and the user will not be able to manage user permissions. On the other hand, if the 'User Management' menu is set to 'Active', the user will have access to the Settings menu to configure permissions as needed for other employees.
   

6. Use the drop-down menus for each module to allocate access to each user. 

 

User Permissions By Module

Discover the different levels of user permissions in the various modules by clicking the links below.

• Accounts Payable Permission Levels
• Managing Receipt Box Access in Docyt
• Business Reports and Metrics
• Banking Accounts Permission Levele
• Revenue Center Permission Levels
• Reconciliation Center Permission Levels
• Accounts Receivable Permission Levels (Available for select plans for UPS Stores)
• Business Mailroom Permissions
• Vendor Module Access
• Expense Reports: Access and Control
• Metrics
• Tasks
• Flagged Transactions
• Data Export
• Document Requests
• Payment Method Access
• KPI Dashboard Access