Working with permissions

You can use the Group Permission tab to perform these tasks:

  • Grant user access to a role
  • Remove user access from a role
  • Grant user access to a group
  • Remove user access from a group

The roles determine the actions that the user can perform in the Expense Management application. For example, create expense reports, review timesheets, or use the Expense Management SAT application. However, a user's access to documents is based on permissions, workflow routing, company hierarchy, or automated processes. See Groups overview

Access to the data determines the information a user can manage in the Expense Management application. The access to data is based on the context or the capacity a user views or uses the data. A user can require access to only a small subset of data to create documents or access to view the data in all contexts.