Your employees must be given permission to access Expenses for the Arcoro website or app. The types of permission can vary for employees, such as those who need to review expense records or those who need to create and edit expense records.
Permission for Expenses in Arcoro Website
To allow only certain users to access expenses on the Arcoro website, you can tailor the ability within Security Roles. Administrators will have permanent access to this by default.
- Go to Manage and click on Security Roles.
- The "Web" tab should be the initial tab. By default, we offer Administrator and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
- Click New Role to create a new role or the eye icon to modify an existing role.
- Enable the appropriate options for Expenses, Manage Expense Types, or Expense Custom Fields in the "Tools & Communications" section.
- Click Save at the bottom.
Permission to Expenses for the Arcoro App
You can allow employees belonging to a specific the Arcoro App security role to add expenses.
- Go to Manage and click on Security Roles.
- Click the Mobile tab. By default, we offer Administrator, Supervisor, and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
- Click New Role to create a new role or the eye icon to modify an existing role.
- Enable "Expenses" under the "Add" section.
- Click Save at the bottom.