You have the option to select different roles for users on SimplePay; each of these roles has its own set of associated permissions. Going forward these roles will be referred to as permission roles.
The permission role(s) that you have selected for users will determine what information / screens they can access and what they will be able to do on the system.
The current permission roles that you can choose from are as follows:
|Account Owner||Full access to the system, including access to create/edit other Account Owner users.
This role lets SimplePay know who is the main decision maker(s) on the account.
|Admin||Full access to the system, except access to create/edit Account Owner users.|
|Leave Admin||Access to all leave-related information, but no financial information.
This role provides access to the Employees, Reports and Settings tabs but with limited functionality:
|Billing Only||Access to the Billing page only.
Please note: Billing Only users cannot request / make changes to debit order mandates or update credit card information and bank account details when refunds are due.
|Approval Only||Access to the Approval tab only, in order to action Self-Service requests.
Please note: Approval Only users must first be added to an Approval Group before this functionality becomes available. More information about how to do the Approval Structure Setup can be found in this article: Approval Structure Setup