In Ocerra, roles are used to define who can move invoice from one status to another.
There are five pre-defined roles in Ocerra:
- These role names are pre-defined in the system and cannot be changed.
- Different roles have access to different screens in Ocerra. View role matrix:
(!) When we set up an account for you, we assign users Employee and Accountant roles. When you decide who has what role in your company, you can change these settings.
- Go to Settings – Users – click on the email address of the user –Roles:
- Delete or add a new roles*
- Click save
Invite new users/approves
To invite new users for the approval process: Follow these instructions.
Someone with Accountant role can submit invoices from the “received” status and someone with Employee role can approve invoices from the “submitted” status.
This is a classic workflow scenario, we set it up for already with your Ocerra account. Read more about it here.
Read Next: Understanding approval statuses.