Overview
Team members using the Universal Cut+Dry app can be set up with one of four roles, each with different access.
Tip: Refer to Manage your team members for help with changing or adding a user's role.
Explore this matrix to understand the permissions each user role has within the app.
Role permissions matrix
Tip: "Section" refers to the menu tab where these options are located.
| Action | Roles | |||
|---|---|---|---|---|
| Admin/Owner | Manager | Employee | Bookkeeper | |
| Approvals Section | ||||
| View rejected orders | X | X | ||
| Chat Section | ||||
| View messages | X | X | X | X |
| Send messages | X | X | X | X |
| Pay Section | ||||
| View invoices | X | X | ||
| Filter invoices | X | X | ||
| Pay invoice (single) | X | X | ||
| Pay invoice (batch) | X | X | ||
| Download invoices | X | X | ||
| Manage Auto Pay | X | X | ||
| Download payment receipts | X | X | ||
| Download print receipts | X | X | ||
| Suppliers Section | ||||
| Add new supplier | X | X | X | |
| Edit existing supplier | X | X | X | |
| Remove (archive) supplier | X | X | X | |
| Reports Section | ||||
| Generate "Monthly expenses by vendor" report | X | X | X | |
| Generate "Monthly expenses by location" report | X | X | X | |
| Generate "Expenses by product" report | X | X | X | |
| Generate "Expenses by employee" report | X | X | X | |
| Generate "Invoice download zip file" report | X | X | X | |
| Generate "Location quantity summary" report | X | X | X | |
| Generate "Invoice details" report | X | X | X | |
| Generate "Daily expenses" report | X | X | X | |
| Generate "Invoice details" (Quickbooks) report | X | X | X | |
| Generate "Vendor price" report | X | X | X | |
| Users Section | ||||
| Manage Admin users | X | X | ||
| Manage Manager users | X | X | ||
| Manage Employee users | X | X | X | |
| Manage Bookkeeper users | X | X | X | |
| Support Section | ||||
| View the Cut+Dry Help Center | X | X | X | X |
| Settings Section | ||||
| Profile setting: Manage basic details | X | X | X | X |
| Profile setting: Manage notification preferences | X | X | X | X |
| Profile setting: Delete account | X | X | X | X |
| Company setting: Manage basic company details | X | X | X | |
| Locations setting: Manage locations | X | X | X | |
| Accounting setting: Manage accounting categories | X | X | X | |
| Export setting: Export all orders | X | X | X | |
| Export setting: Export orders with prices | X | X | X | |
| Export setting: Export product | X | X | X | |
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