How to Set up User Groups

Groups can be used to identify who is a part of what approval level. There are three types of groups that are defaulted into the application: Final Approvers, Invoice Lead Processors, and Site Administrators. To set up additional groups:

1. While in ‘Administration’ select the ‘Groups' tab.

2. Final Approver, Exporters, Invoice Lead Processors, and Site Administrators are default groups:

   1. Final Approvers:  A final approver's signature must be on an invoice before it can be finalized and exported. Each department may have its own final approver(s). 

   2. Invoice Lead Processors: These persons will have access to all invoices that come in for a department and will be in charge of routing for review. Each department may have its own invoice processor(s).

   3. Site Administrators:  These individuals will have access to the Administration section of the application and will also have access to all department's invoice dashboards.

   4. Exporter Group: Users in this group have the ability to export, and will have the last signature line for the approvals.

   5. Read Only Users: Users in this group will have read only access to invoices for the selected departments. They will not be able to edit, approve, or add new invoices.

3. Select ‘Modify’ next to the ‘Group Name’.

4. Select the users who are part of each group.

5. If an additional group needs to be added, click on ‘Add New Group’.

6. Add a ‘Group Name’

7. Select the users who are part of each group 

   1. These accounts will help determine approvers as well as access to the invoice form fields.