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Users and Permissions Setup

Quickstart​

Follow this tutorial for a steamlined setup.

User Permissions​

Agave provides 2 levels of access in the user interface:

  1. Admins Admins have access to all invoices across all projects. They have the ability to:

    • Edit any field
    • Send any invoice to the respective reviewer
    • Approve or reject any invoice
    • Sync invoices to your ERP

  2. Reviewers Reviewers have access to the invoices within their assigned projects and invoices direclty assigned to them. They can:

    • Edit pre-set Field-level fields
    • Approve or Reject their assigned invoices

Admins can also provide Reviewers with Draft visibility. This means, Reviewers will have the ability to View all invoices in a Draft status. This can be enabled in your Account Settings, under the Review & routing section.

Reviewer Draft Visibility

Setting Field-Level Permissions​

Admins can set which fields are editable by reviewers in the "Field-level Pemissions" tab:

Field-level Permissions

Setting Default Reviewers​

Admins can also set a default Primary and Secondary Reviewer for a given project, allowing Project Managers and Assistant Project Managers to automatically be assigned their respective invoices to approve.

Empty Configuration