Understanding Flagged Transactions Permission Levels in Docyt
Flagged Transactions Permission Levels:
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None: Users cannot view flagged transactions in the Tasks dashboard or the Open Items menu in Docyt.
(The open items menu is removed) -
Viewer: Users at this level can view flagged transactions in the Tasks dashboard and Open Items menu but cannot mark them as reviewed.
- Reviewer: Users at this level can view, reply to, and mark flagged transactions as reviewed.
The link below to know the permission levels of flagged transactions:
Click here to view the step-by-step guide on How to Add Users and Configure Permissions in Docyt