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GoProposal, AutoEntry and Futrli user roles

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Summary

Learn access levels for users in GoProposal, AutoEntry and Futrli.

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.