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 | Expense Creator | Expense Administrator |
---|---|---|
Can create an expense | Yes | Yes |
Can code an expense | Yes | Yes |
Can view their own expenses | Yes | Yes |
Can view all expenses | No | Yes |
Can approve an expense | No | Yes |
Can change an expense payee | No | Yes |
Invoice 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 |
Purchase Order Module Roles & Permissions
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 |
Payment Module Roles & Permissions
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 |
Administrator Roles & Permission
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 |