Roles and access

Settings → Access. Add a user to a role by typing their name in the field. Remove them with the X in front of the name.

Role	What it can do
Administrators	Everything: reports, settings, users, working on behalf of others, managing roles
Reports and Finance and Administration	Reports and editing requests
Human Resources	Reports, editing requests, managing users and working on behalf of everyone. The only role that can see attachments
Last level of approval	Reports and editing requests. Usually the head of the organization

Finance and Administration, Human Resources and Last level of approval can also take part in the approval process.

Working on behalf of others

Allow access on behalf of other user sets who can use Switch user:

• administrators only;
• administrators and HR;
• administrators, HR and managers: direct managers can work on behalf of their team.

Assistants

With Assistants you add assistants to a user’s profile. An assistant sees the same information as the user. You also choose whether assistants can request and approve on the user’s behalf and whether they can access reports.