User permissions define what actions individual users can perform within the system. Administrators assign these permissions based on roles and responsibilities, ensuring users can access only the features and data relevant to their work. By managing user permissions effectively, you’re able to maintain control, enhance security, and streamline business processes.
Once you create a user’s profile, you can import or manually assign additional administrative permissions to it in User Administration > User Permissions. You can access this section with the Role Administrator permission. Each product has specific permissions that allow you to configure the site, although some permissions are shared.
The Search text field lets you search for profiles using an employee’s name, email, login, and employee ID. The employee login, email, and employee ID are the most unique fields you can use. You can also use the percent sign "%" for wild card searching. Additionally, you can search by the Roles assigned. While Travel, Expense, Request and Invoice permissions are immediately available for users, reporting permissions are available within the following 24 hours.
