Settle enables the creation of Custom Roles with bespoke permission sets.
From Settings > User Roles, users can
See the list of all default and Custom Roles created for their company
Add new Custom Roles
Edit and Delete Custom Roles
Creating New Custom Roles
Users creating a new role must give it a name and select from the desired permission set.
The configurable permissions are as follows:
Name | Access Levels |
Settle inbox | No Access / Full |
Approval rules | No Access / View / Full |
Bills | No Access / View / Full |
Payments | No Access / View / Full |
Purchase Orders, Work Orders, Inventory Transfers, & GRNs | No Access / View / Full |
Link ordering documents and Bills | No Access / Full |
Accounting sync | No Access / View / Full |
Business details | No Access / Full |
Connections | No Access / View / Full |
Matching discrepancy thresholds | No Access / Full |
Team members | View / Full |
Sales channels | No Access / View / Full |
Assigning users to Custom Roles
In Settings > Team, users can be assigned to any custom or default role.