What does User Privilege mean?

Every user is assigned a User Privilege. This determines the level of access they have to their own submissions, the submissions of others and the internal settings of their Receipt Bank account.

There are 3 different levels of User Privilege:

1. Admin User

An Admin User can view, edit and publish any other users' submitted paperwork, add and remove users and change any of the Account Settings of their Receipt Bank account.

2. Expense Approver*

An Expense Approver can view, edit and publish any other users' submitted paperwork but cannot change any of the Account Settings for their Receipt Bank account. They can optionally be given the ability to create Expense Reports and publish users' items to an integrated accounting software

3. Basic User

A Basic User can only view and edit their own items. They can optionally be given the ability to create Expense Reports and publish their own items to an integrated accounting software

Note: the Expense Approver role is only available for Optimize Partner Accounts, or accounts with the Advanced Expense Reports add-on package. Find out more about the different Receipt Bank products here.

You assign a User Privilege when creating a new user.

After a user has been created, you can edit their user privilege by clicking 'Maintain' and 'Edit User Privileges'.