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Create Custom Roles
Create Custom Roles
Becca Campbell avatar
Written by Becca Campbell
Updated over a week ago

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 and Receipts

No Access / View / Full

Link POs/Receipts to Bills

No Access / Full

Accounting Sync

No Access / View / Full

Business Details

No Access / Full

Connections

No Access / View / Full

Marketing Virtual Card

No Access / Full

Team Members

View / Full

Assigning users to Custom Roles

In Settings > Team, users can be assigned to any custom or default role.

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