Understanding Reconciliation Center Permission Levels in Docyt

The Reconciliation Center in Docyt allows for streamlined and accurate financial reconciliation. Docyt provides two permission levels to control access and management within this module. Understanding these permission levels ensures the effective handling of reconciliation data and critical financial information.

“To view permission levels, click on Settings from the top navigation menu and go to Business Employees. Scroll down to select permission levels for Reconciliation Center.”

Reconciliation Center Permission Levels:

None:

• Users with this access level have no permission to view or manage Reconciliation Center data.
• They cannot access any information related to the Reconciliation Center module.

• 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.

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