The Permissions tab allows you to configure the employee type and their authorizations.
- Person Type: This is for visual presentation purposes only, which allows you to easily discern what type of user each person is by glancing at your People list.
- The boxes below represent the authorizations that you may give to an individual employee.
- Note: If Monetary Approval Levels are enabled, the Expense Approval Level drop-down menu will be shown.
- Refer to the chart below for a specific definition of each permission:
|Track Expenses||Gives access to track expenses in Tallie.|
|Approve||Enables the ability to approve expenses for people or projects they are assigned to.|
|Export||Enables the ability to export approved expense reports into your accounting software.|
|Analytics||Gives access to the Analytics tab in Tallie. This includes access to accounting reports and reports that may contain confidential information.|
|Full Admin||Allows users to sync and change settings in Tallie. In order to give expenses "full administrative access," they would need all the boxes in the Administrative Rights row checked.|
|Receive Billing Emails and Access Billing pages||Gives access to the Billing page in Tallie. This includes viewing billing information, usage, pricing and past invoices.|
|Admin Overview||Gives access to the Admin Overview page, allowing the user to have a birds-eye view of all expense reports awaiting submission, approval, and export. Please see here for more information on Using the Admin Overview Page.|