Pazy provides primarily 2 user roles and few privileges, allowing companies to manage their financial operations effectively while maintaining the necessary level of control and security. These roles include Admins and members each with specific access levels and responsibilities. By understanding and utilising these user roles, businesses can optimize their spend management processes and ensure a seamless financial workflow within their organization.
Admins and Owner (Banking module)
Business Owner and Business Admin roles have the same permissions and are the super-users of Pazy. They are accountable for managing business-level considerations for your company's Pazy account. As a result, Admins have access to Pazy's full capabilities and controls, and are responsible for:
Set-Up: Setting up company-wide controls for Pazy, which includes linking company bank accounts, setting up auto-pay, inviting new team members, applying monitoring controls on the business level, and more.
User Management: This includes inviting new team members to use Pazy, setting individual limits, and monitoring balances and transactions.
Accounting: Customising Pazy to match the company's existing accounting structure, integrating accounting software with Pazy, viewing statement history.
While the number of Pazy Admins you can invite to your business is not restricted, we recommend proceeding with care. With great power comes great responsibility.
If you would like your admins to approve and review invoices on someone else's behalf, there is a toggle in the setting configuration page under User Permissions
Employees/Members
Employees are all other company employees who can submit invoices through their individual Pazy logins. Each Employee also gains access to their individual Pazy dashboard, where they can view their invoices, approvals pending. Employees can Mail, upload manually, slack receipts to Pazy.
https://help.pazy.io/en/collections/9760783-invoice-submission
Invoices for their own tracking.
Admins can assign team members as vendor owners, which will allow members to see that specific vendors and their related invoices.
Members can only access the -
Invoices that they have sent or the invoices the needs approval.
Vendors where they are vendor owners
Vendor Access
Vendors do not have access to the Pazy portal.
Any Admin or Member can be assigned as a Vendor Owner.
Vendor Owners can view and manage all details related to their assigned vendors.
Permissions
Admins can control if Members are allowed to create vendors.
To configure this:
Go to Settings → User Permissions → Vendor Creation by Members.