User Settings

Module Level Access

Docyt allows you great access control using the permissions functionality. Below are brief descriptions of various modules, detailing the different user access levels and associated roles, along with specific access controls. For a more comprehensive understanding of each option, please refer to the how-to guide hyperlinks.


Table of Contents

 

Accounts Payable 

Determine a user's access to accounts payable features including invoices, check register, ACH transactions, settlement items, payees, etc. The following users types are available.

  • None
  • Uploader: Upload Edit
  • Verifier: Upload/Edit, Verify
  •  Approver: Upload/Edit, Verify, Approve
  • Payer: Upload/Edit, Verify, Pay

For a more comprehensive understanding of this option, please refer to the how-to guide.

 

Receipt Box

Determine a user's access to the receipt box with features like the receipt list. Access levels vary based on user roles, receipt status, and queue location. 

  •  None
  • Uploader Upload/Edit
  • Approver Upload/Edit, Approve

For a more comprehensive understanding of this option, please refer to the how-to guide.

Business Reports

Determine a user's access to business reports. The business reports module contains the business reports Docyt provides. Also note, that you can grant report access to specific reports within the business report module in itself. 

None: Users with this level of access do not have any permissions to view or manage the Business Reports data. They cannot see any information related to the Business Reports.

View: Users with this level of access can view the Business Reports. They can see the reports, but they cannot upload or edit them.

Admin: Users with this level of access have full control over the Business Reports data. They can view, upload, edit, and verify reports. They have complete access to all Business Reports features and functionality in Docyt.

For a more comprehensive understanding of this option, please refer to the how-to guide.

Banking Accounts

 Determine a user's access to banking account features, including transaction accounts.

CSV Import. The following user types are available.

  • None
  • Viewer View
  • Admin View, Upload/Edit, Verify

 For a more comprehensive understanding of this option, please refer to the how-to guide.

Revenue Center

Docyt's Revenue Center is the central hub for integrating POS/revenue systems for revenue reconciliation. Revenue Center has three permission levels available:

  1. None: Users with this level of access do not have any permissions to view or manage Revenue Center data. They cannot see any information related to the Revenue Center.

  2. Uploader: Users with this level of access can view Revenue Center data and can upload new report data.

  3. Admin: Users with this level of access have full control over Revenue Center data. These users can verify revenue.

  For a more comprehensive understanding of this option, please refer to the how-to guide.

Reconciliation Center

The Reconciliation Center offers two permission levels:

  • None: Users with this access level have no permissions to view or manage Reconciliation Center data. They cannot access any information related to the Reconciliation Center module.

  • Accountant: Users with this access level possess complete control over the Reconciliation Center module. They can view, edit, and manage the business's reconciliation data, financial transactions, and other critical financial information.

For a more comprehensive understanding of this option, please refer to the how-to guide.

 

Accounts Receivable (Available to select industries)

 

The Accounts Receivable permission levels for Docyt are:

  • None: Users with this level of access will not have the Accounts Receivable module displayed on their dashboard and will not have access to any aspects of the Accounts Receivable module.

  • Viewer: Users with this level of access can view accounts receivable data but cannot make any changes to it. They can view customers, invoices, payments, credit memos.

  • Admin: Users with this level of access have full control over accounts receivable data. They have complete access to all accounts receivable features and functionality in Docyt, including customer access, invoices, payments, credit memos, and settings.

For a more comprehensive understanding of this option, please refer to the how-to guide.

Business Mailroom

The business mailroom has two permission levels available:

  • None: Users with this level of access do not have any permissions to view or manage the Business Mailroom data. They cannot see any information related to the Business Mailroom, including the Reconciliation Center module.

  • Uploader: (See more details about the uploader role below)

  • Admin: Users with this level of access can access all features available in the Business Mailroom, including the Reconciliation Center module.

For a more comprehensive understanding of this option, please refer to the how-to guide.

Vendors

 

The Vendors feature has three permission levels available:

  • None: Users with this level of access do not have any permissions to view or manage the Vendors data. They cannot see any information related to the Vendors.

  • View: Users with this level of access can view the Vendors data. They can see information such as vendor contact information, vendor payment terms, and vendor transaction history.

  • Admin: Users with this level of access have full control over the Vendors data. They can view, edit, and manage the vendor information, including adding new vendors, updating vendor information, and deleting vendors if necessary. They can also manage vendor payments and track vendor transaction history.

For a more comprehensive understanding of this option, please refer to the how-to guide.

Expense Reports

The Expense Reports feature has two permission levels available:

  • Participant: Users with this level of access can create and submit their own expense reports. They can upload expenses, track the progress of their submitted expense reports, and view their own expense reports. However, they cannot view or manage the expense reports of other users.

  • Admin: Users with this level of access have full control over the Expense Reports data. They can view, edit, and manage all expense reports, including those of other users. They can approve or reject expense reports and can submit expense reports on behalf of other users if necessary.

For a more comprehensive understanding of this option, please refer to the how-to guide.



Metrics

Metrics has two roles available:

  • None: Users with this role do not have any permissions to view or manage the Metrics data. They cannot see any information related to the Metrics.

  • Admin: Users with this role have full control over the Metrics data. They can view, edit, and manage the Metrics. They have complete access to all Metrics features and functionality in Docyt.

For a more comprehensive understanding of this option, please refer to the how-to guide.

 

Payment Methods

Enabling access to a payment method lets your team members use this payment method in services like Accounts Payable. Receipt Box. etc. They will then be able to mark invoices as

document in the data vault.

For a more comprehensive understanding of this option, please refer to the how-to guide.