Assigning users to roles, entities & departments, apps and permissions

Assign users to various actions at SetupHub User Management

Assign Users to Roles

Firstly add a role and then assign that role to users.

The following roles are predefined and cannot be deleted.  However, they can be renamed:

Administrator has access to all functionality and is the only role that can add and edit users.  Every account must have at least one Administrator.

Auditor currently only applicable in ReimburseMe, is responsible for auditing the claim

Goods & Services Manager receives the goods or items against the PO.

Invoice Manager uploads invoices for payment and matches the invoice to the PO.  

To upload an invoice, the Invoice Manager must be assigned the role Upload Supplier Invoices and given access to the Upload Invoice menu from Assign Users to Apps.  

To match a PO the Invoice Manager must be assigned to the department that raised the PO at Assign Invoice Manager to Depts and given access to the Match to PO menu from Assign Users to Apps.

Payment Manager applies to:

PurchaseHub, approves payment of the invoice, irrespective of whether the items purchased have been received. 

ReimburseMe, records the date the claim was paid.

Supplier Approver approves new suppliers.

These roles are then assigned to departments.

Assign Roles to Departments & Entities

Users are selected based on User Role or User Type and assigned to: Entities, Branches, Departments/Teams.  Users can be in multiple entities and departments.

Assign Users to Apps

Users are selected based on User Role or User Type and assigned to Apps and then assigned access to various functions within the app.  With myofficehub users do not need to be allocated all components of an app.

Assign Permissions

Users are selected based on User Role or User Type and assigned Permissions by app.

In the PurchaseHub users can be assigned permission to adjust, cancel, edit and reissue POs. 

In the InvoiceHub users can be given permission to adjust an approved PO, and approval can either follow that users normal approval flow, or self-approval.