Configuring People: Personal Permissions Follow
The Permissions tab allows you to configure the employee type and their authorizations.
- Person Type: This is for visual presentation purpose 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 specific definition of each permission:
| Permission | Definition |
| 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. |