User Roles & Permissions : Support Help Center

Users can have multiple roles within Beanworks. Each role provides a specific set of permissions and visibility in each module.

Below is a breakdown of each module's roles and permissions. If you need to change your role, please reach out to your System Admin.

Expense Module Roles & Permissions

Permission	Invoice Creator	Invoice Coder	Invoice Approver	Invoice Super Approver	Invoice Exporter	Invoice Admin
Can create an invoice	Yes	Yes	No	No	No	Yes
Can code an invoice	No	Yes	No	No	No	Yes
Can submit an invoice for approval	No	Yes	No	No	No	Yes
Can approve an invoice	No	No	Yes	Yes	No	Yes
Can change coding while approving an invoice	No	No	No	Yes	No	Yes
Can export an invoice	No	No	No	No	Yes	Yes
Can reset their own invoice	No	Yes	No	No	No	Yes
Can reset any invoice	No	No	No	No	No	Yes
Can delete an invoice	No	No	No	No	No	Yes
Can view Invoice Approval Channels	No	No	No	No	No	Yes

Permission	PO Creator	PO Approver	PO Super Approver	PO Administrator
Can create a PO	Yes	No	No	Yes
Can code a PO	Yes	No	No	Yes
Can submit a PO for approval	Yes	No	No	Yes
Can approve a PO	No	Yes	Yes	Yes
Can change coding while approving a PO	No	No	Yes	Yes
Can reset their own PO	No	No	No	Yes
Can reset any PO	No	No	No	Yes
Can delete a PO	No	No	No	Yes
Can view PO Approval Channels	No	No	No	Yes

Permission	PO Creator	PO Approver	PO Super Approver	PO Administrator
Can create a payment	Yes	No	No	Yes
Can code a payment	Yes	No	No	Yes
Can submit a payment for approval	Yes	No	No	Yes
Can approve a payment	No	Yes	Yes	Yes
Can change coding while approving a payment	No	No	Yes	Yes
Can release a payment	No	No	No	Yes
Can export a payment	No	No	No	Yes
Can reset a payment	No	No	No	Yes
Can view Payment Approval Channels	No	No	No	Yes

Permission	Expense Administrator	PO Administrator	Invoice Administrator	Payment Administrator	System Administrator
Can perform all actions in the Expense module & view Expense Approval Channels	Yes	No	No	No	Yes
Can perform all actions in the PO module & view PO Approval Channels	No	Yes	No	No	Yes
Can perform all actions in the Invoice module & view Invoice Approval Channels	No	No	Yes	No	Yes
Can perform all actions in the Payment module & view Payment Approval Channels	No	No	No	Yes	Yes
Can create & edit Approval Channels	No	No	No	No	Yes
Can create new users	No	No	No	No	Yes
Can edit users' roles and access	No	No	No	No	Yes
Can deactivate users	No	No	No	No	Yes
Can create & edit Legal Entities and Org Units	No	No	No	No	Yes