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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 purposes only, which allows you to easily discern what type of user each person is by glancing at your People list.

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  • Employee: Used for hourly/salary employees. By default, users synced in from your accounting system are labeled as Employee. We do not recommend changing their person type as it will break the back-end connection of a user, and cause sync/export issues.
  • Contractor: Users paid with a 1099. These users need to be mapped to their corresponding vendor in the accounting system.
  • Internal - Tallie only: Internal users that are not connected to an accounting system. Typically used for admins; however, they can also be mapped to a vendor in the accounting system to export bills.
  • Client: Used for client-side approvers and can be assigned as an approver to the user or project. Additionally, they can be treated as an Executive Assistant and be given all of the permissions needed in Tallie except for the Billing permission. 


The boxes below represent the permissions that you may give to an individual employee.

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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:

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.
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.

 

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