There are three user access levels available: Admin, Employee, and Approver. Here's what each level means:

Admin

Admins have access to everything on the account with no restrictions.

Employee

Employees have access to every tile on the dashboard, but they cannot view or edit any company settings. However, they need to be assigned as approvers, reviewers, and/or delivery confirmers in the supplier rules in order to see any documents from that supplier in the designated tiles on their dashboard. When running a search, employees will be able to see any document from any supplier.

Approver

Approvers have the most restricted access, with access only to the Search & Reporting, Drag & Drop, Approval, Review, and Confirm Delivery tiles on the dashboard. Like employees, they need to be assigned as approvers, reviewers, and/or delivery confirmers in the supplier rules in order to see any documents from that supplier in the designated tiles on their dashboard. When running a search, approvers will only be able to see documents that currently have an outstanding action for them, and documents that they have completed an action on in the past.