Permissions levels of flagged transactions
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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.

 

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