User Settings
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      Understanding Flagged Transactions Permission Levels in Docyt

      Flagged Transactions Permission Levels:

      1. None: Users cannot view flagged transactions in the Tasks dashboard or the Open Items menu in Docyt.

        Screenshot 1946-05-07 at 4.11.51 PM
                                                              (The open items menu is removed)

      2. Viewer: Users at this level can view flagged transactions in the Tasks dashboard and Open Items menu but cannot mark them as reviewed.

      3. Reviewer: Users at this level can view, reply to, and mark flagged transactions as reviewed.

       

       

      Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.