Users Permissions

Organisation Admins can set User Permissions for their organisation's users. Default permissions can be set that all apply to all users or permissions can be edited for individual users. These permissions can be modified at any point in time.

Contents

• Set Default User Permissions
• Update Permissions for Users
• Appointing Invoice Managers 

Set Default User Permissions

Organisation Admins can set default user permissions for users by going to the Settings page and selecting 'User Permissions'.

Rules can be set for Organisation Admins, Strata Managers, Building Managers, Contractors, and Strata Members. Next to each user type, different permissions will be listed.



Organisation Admins can decide whether a user type can Invite Contacts, Delete Document, Edit Document, View All Document, Delete Invoice, Edit Invoice, Manage Invoice Extraction, Override Invoices, and View All Invoice.

Invite Contacts allows users to send an invitation email to users affiliated with the organisation.

Delete Document allows users to delete any document in the Document Management System, except for an invoice.

Edit Dcoument allows users to edit any document in the Document Management System, except for an invoice.

View All Document allows users to view all documents in the Document Management System, except for Invoices.

Manage Invoice Extraction allows users to manage failed extraction and skipped extraction invoices.

Override Invoice allows users to override and approve invoices in the Document Management System.

Delete Invoice allows users to delete invoices in the Document Management System.

Edit Invoice allows users to edit invoices in the Document Management System. 

View All Invoices allows users to view all invoices in the Document Management System.

Click any check box to allow permission or clear any check box to deny permission.

Verify that the permissions are correct then click 'Update'.

Update Permissions for Users

Organisation Admins can update permissions for individual users of their Organisation. To update permissions for users, click the Contacts Icon and select 'Users' from the drop-down menu.

Search for a user by entering their Email or Name. Then click the three dots on the right of the row for the user and select 'Edit Document Permissions'.

Click any check box to allow permission or clear any check box to deny permission.



Verify that the permissions are correct then click 'Save'.

Alternatively, user permissions can be updated in bulk by clicking the checkboxes to the left of each user's name and then selecting 'Bulk Update'. 

When updating permissions in bulk from Users Permissions, manual changes made to specific user permissions won't be affected. 

Appointing Invoice Managers

Invoice Managers are internal users that are appointed by the Organisation to manage failed Invoices (when Invoice Extraction is enabled) or invoices sent to the nominated invoice email address (when Invoice Extraction is not enabled). It can be one designated user or multiple users within the Organisation. 

To appoint an Invoice Manager or Managers, within the toolbar click the Contacts Icon and select 'Users' from the drop-down menu. Search for a user by entering their Email or Name.

Then click the three dots on the right of the row for the user and select 'Edit User Permissions'.

Look under the 'Invoice' section and click the check box for 'Manage Invoice Extraction'. 

Click 'Save'.

The user will now be designated as an Invoice Manager. Invoices that have a status of 'New - Failed' or 'New - Skipped' will appear under 'Tasks'  in the Document Management System. This user will be responsible for updating or translating invoice data.

Permissions for 'Manage Invoice Extraction' can also be updated in bulk. 

For more information, please see Smart Invoice Extraction.

Organisation Admins should contact us with any further questions regarding this process.