Roles in Invoyz

You choose the role when you create a user and can change it later on the user's Details. Your own role is shown at the top right, below the name of your environment.

The roles#

• Account owner: the owner of the environment. Can, among other things, set up the payment method, create an extra environment, manage workflows and delete the account.
• Mapper
• Authorizer administrator: can authorize invoices and also manage workflows, forward authorizations to another user and remind authorizers.
• Authorizer: sees the invoices waiting for their authorization and can authorize or reject them. Useful for colleagues who only need to approve.
• Customer user: can upload documents and only sees their own documents and the invoices they need to authorize, in the Portal and the app. Useful for customers who send in their own receipts and invoices.

Which roles you can assign depends on your own role. Not sure which role fits? Ask the Account owner of your environment.

Change a role#

1. Go to Users and open the user.
2. Choose the new role under Role.
3. Click save.