As your team on Settle grows, you may want to customize permissions and restrict access to certain parts of the account. Assigning user roles to each person will allow you to enable and restrict certain functionality.
Settle currently offers six standard roles: Admin, Payer, Approver, Viewer, Clerk, and Procurement for teams with Launch subscriptions. Users on Accelerate or Elevate may also create Custom Roles. Each user type will also be able to download reports relevant to the specific feature areas they have permission to access.
| Admin | Payer | Approver | Viewer | Clerk | Procurement |
Make payments | ✅ | ✅ |
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Extend payment terms | ✅ | ✅ |
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Add/edit Bills | ✅ | ✅ |
|
| ✅ |
|
View Bills | ✅ | ✅ |
| ✅ | ✅ | ✅ |
View Bills requesting my approval * | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Approve or Reject Bills | ✅ | ✅ | ✅ | ✅ | ✅ |
|
Manage Settle Inbox | ✅ | ✅ |
|
| ✅ |
|
Add/edit Purchase Orders | ✅ | ✅ | ✅ |
| ✅ | ✅ |
Add/edit Work Orders | ✅ | ✅ | ✅ |
| ✅ | ✅ |
Add/edit Inventory Transfers | ✅ | ✅ | ✅ |
| ✅ | ✅ |
Add/edit GRNs | ✅ | ✅ | ✅ |
| ✅ | ✅ |
Link existing Bills to Purchase Orders, Work Orders, and Inventory Transfers | ✅ | ✅ | ✅ |
| ✅ | ✅ |
Sync accounting software | ✅ | ✅ |
|
| ✅ |
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Manage bank and accounting integrations | ✅ |
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Manage marketing virtual card | ✅ | ✅ |
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View team members | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Manage team members | ✅ |
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*Approval chains are based on either (1) automated, org-wide approval rules or (2) specific requests on a per-bill basis.
⚠️ Note: Admins may also receive notifications or correspondence from Settle that contains account-sensitive information.