Assigning a user role

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Watch the video or read the text instructions.

PRESET ROLES
ADMINISTRATOR - Your role, allows you to configure the system, create users and assign roles.
USER - Requests and fills out a travel order, asks for approval.
APPROVER - Approves the travel request and checks the progress in the end of trip.
ACCOUNTANT - Pays travel reimbursements, corrects erroneously entered data.
TREASURER - Disburses the advance.

A user can have multiple roles at the same time ex. your ACCOUNTANT will also be the APPROVER of travel requests.

If you want your ACCOUNTANT to be able to request travel, be sure to assign them the USER role as well.

ROLE ASSIGNMENT PROCEDURE

1. In the left menu, select SETTINGS -> USER ADMINISTRATION.

2. Select the user to whom you want to assign the role and press the ADD ROLE button at the bottom left of the tab.

3. Select the TRAVEL ORDERS tab at the top.

4. Click the role you want for the selected user.

You can find out how to fill in a travel order before your trip here.

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