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Docyt Setup, Personal & Business Settings
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Accounts Payable
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Understanding Data Export Permissions in Docyt
Data Export Permission Levels:
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Standard: Users cannot view the business name in the Business drop-down list within the Data Export Section and thus cannot export the data. However, they can still download business reports if they possess the necessary permissions in the Business Report module through the Data Export section.
2. Admin: Users with Admin permission levels have the ability to see the business name in the Business drop-down list, allowing them to export the data related to that specific business.
Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.