- Help Center
- Docyt Setup, Personal & Business Settings
- User Settings
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Top FAQs from Business Owners
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Docyt Mobile App
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Navigation & Getting Started
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Flagged Transactions & Document Requests
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Docyt Setup, Personal & Business Settings
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Financial Connections
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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
- Self-Print Check
- Mark As Paid, Do Not Pay & Recurring Payments
- Split Expenses
- Accrue Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
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Split Expenses, Accrue Expenses & Intercompany Settlement
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Expense Reports & Employee Reimbursement
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Receipt Management
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Business Reports & Budgets
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Vendors, Payees, W-9 & 1099
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Revenue Integration & Reconciliation
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Reconciliation Center
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Accounts Receivable for The UPS Store®
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Business Mailroom
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Accountant
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Product Updates
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Docyt University
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iOS
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August 2024
How to Add a User to Docyt
Users can add N numbers of employees using the "Business Employees" option for a business.
To configure user access for employees, follow these steps:
- Click on 'Settings' from the main header menu.
- Choose 'Business Employees' from the left navigation menu.
- Click on the employee's name.
- Select the options from the Role drop-down menu. The role can be of Business Admin or Employee.
- 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.
7. A user can also be invited as a 'Business Admin' through the same process. However, when a user is invited to Docyt as a 'Business Admin,' and he gets to accept the invitation after 24 hours, he receives the error 'Invitation has expired. Request another invitation.
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