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Assigning user roles

Becca Campbell avatar
Written by Becca Campbell
Updated over 3 weeks ago

As your team grows on Settle, you may want to tailor permissions and restrict access to specific features. Assigning user roles allows you to enable or limit functionality based on each person’s responsibilities.

Settle supports six standard roles—Admin, Payer, Approver, Viewer, Clerk, and Procurement—available on the Launch plan. Teams on Accelerate or Elevate tiers can also create Custom Roles with more granular control.

Each role comes with permissions aligned to common tasks in Settle. Users can also download reports relevant to the feature areas they have access to.

Admin

Payer

Approver

Viewer

Clerk

Procurement

Make payments

✅

✅

Extend payment terms

✅

✅

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

✅

✅

✅

Manage bank and accounting integrations

✅

Manage marketing virtual card

✅

✅

View team members

✅

✅

✅

✅

✅

✅

Manage team members

✅

Manage Costing Method

(Customizable for other roles via Custom Roles)

✅

Notes

  • Manage Costing Method: This permission controls access to the Inventory Costing Method setting and is automatically enabled for Admins. It can be configured for other roles through Custom Role setup (Accelerate and Elevate only).

  • Bill approval permissions depend on either:

    • Organization-wide automated approval rules, or

    • Per-bill approval requests

  • ⚠️ Admins may also receive sensitive account-related communications from Settle.

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