| | GoProposal, AutoEntry and Futrli user roles |
| Description | GoProposal | Role | Description | Practice level access | Client level access | | Administrator | This is the highest access level. This role gives full access to all areas plus user and business management permissions in GoProposal itself. | Yes | Yes | | Standard Administrator | This role gives full access to GoProposal except user and business management. | Yes | Yes | | Proposal Admin | This role gives access to view, create and delete all proposals, configure settings, view statistics and invoices. | Yes | Yes | | Proposal Standard | This role gives access to view, create and delete all proposals.* | No | Yes | | AML Admin | This role gives access to create, approve and decline risk assessments and AML checks, and view AML check documents.* | No | Yes | | AML Standard | This role gives access to create risk assessments and AML checks.* | No | Yes | *for clients assigned to the user.
AutoEntry | Role | Description | Practice level access | Client level access | | Administrator | This is the highest access level. This role gives full access to all areas plus user and business management permissions in AutoEntry itself. | Yes | Yes | | Standard Administrator | This role gives full access to AutoEntry except user and business management.* | No | Yes | | Documents standard | This role gives access to view, edit and upload purchase, sales and bank documents and upload new expense receipts.* | No | Yes | | Documents basic | This role gives access to view and edit purchase and sales documents and upload new expense receipts.* | No | Yes | | Expenses admin | This role allows users to add, edit, upload, approve expenses, and manage expense categories within manage lists.* | No | Yes | | Expenses standard | This role gives access to upload new expense receipts.* | No | Yes | | Files admin | This role gives access to upload, move and edit files.* | No | Yes | | Files basic | This role gives access to move and edit files.* | No | Yes | *for clients assigned to the user.
Futrli | Role | Description | | Super administrator | -
Automatically has access to every organisation on a workspace, regardless of who adds the organisation -
Can add organisations and invite new users to the Futrli workspace -
When they invite others to the Futrli workspace, they can give them any role, including super administrator | | Administrator | -
Can add organisations and invite new users to the Futrli workspace -
When they invite others to the Futrli workspace, they can give them the roles of: -
Administrator -
People manager -
Data manager -
Guest | | People manager | -
Can invite new users to the Futrli workspace, but can't add new organisations -
Can amend the permissions for any user that isn't a super administrator -
When they invite others to the Futrli workspace, they can give them the roles of: -
People manager -
Data manager -
Guest | | Data manager | -
Can add new organisations to the Futrli workspace -
Can't invite any new users to the Futrli workspace -
Can't amend any permissions for an existing user | | Guest | -
Can't add new organisations to the Futrli workspace -
Can't invite any new users to the Futrli workspace -
Can't amend any permissions for an existing user -
Can't access or create workspace templates | *for clients assigned to the user. |
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