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
- Receipt Box
- Business Reports
- Banking Accounts
- Revenue Center
- Reconciliation Center
- Accounts Receivable (Select Industries Only)
- Business Mailroom
- Vendors
- Expense Reports
- Flagged Transactions
- Metrics
- Tasks
- Payment Methods
- Data Export
- Document Request
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.
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.
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
CSV Import. The following user types are available.
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:
For a more comprehensive understanding of this option, please refer to the how-to guide.
Reconciliation Center
The Reconciliation Center offers two permission levels:
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:
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:
For a more comprehensive understanding of this option, please refer to the how-to guide.
Vendors
The Vendors feature has three permission levels available:
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:
For a more comprehensive understanding of this option, please refer to the how-to guide.
Metrics
For a more comprehensive understanding of this option, please refer to the how-to guide.
Tasks
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.
Flagged Transactions
For a more comprehensive understanding of this option, please refer to the how-to guide.
Data Export
For a more comprehensive understanding of this option, please refer to the how-to guide.
Document Request
For a more comprehensive understanding of this option, please refer to the how-to guide.