ORG ROLES
You can set up your team hierarchy based on the below roles on FYLE.
Fyler
If all roles are left unchecked, users will be able to Fyle their own expenses and will see their own reports on Fyle, unless they are added as an approver for other users.
Verifier
With this role, a user will be able to access the "Verify" tab under the "Reports" page. This is useful when someone in your team is responsible for only verifying reports without requiring entire Finance access. Other actions a Verifier can take on reports include Add Approver, Send Back, Edit, Share & Download Report.
Payment Processor
This role lets the user perform actions that are related to processing the payment. A Payment Processor will get access to the reports on the following pages: Reports > Verify, Reports > History, and the entire Payments page. Payment Processors can move reports to Payment Queue, Remove from Queue, Process the Payment, Mark Reports as Paid.
Finance
Users in this role will be able to add expense reports to the payment queue and process payments in addition to verifying reports. As Finance on Fyle, the user will see all reports of all employees irrespective of the state. However, Finance users will not be able to invite users or change org settings such as categories, expense policies, cost centers, etc.
Admin
This role has total control over the policy settings. Users in this role can change expense categories, set up policies, etc., as well as invite/ add users to the account. As an Admin, the user will also see all reports of all employees whether they are fyled, reported, approved, processing, or paid, and have Approver and Finance functionalities.
All Organization settings can be edited by admins
Only Admins can create new expense policies
Only Admins can invite new users
Auditor
This role lets the user view, filter, and export details that are in Expenses, Reports, and Payments tab under the Organization view.
Approvers
Approves an expense report. Each employee can have up to 3 Approvers. Members in this role will see the reports to be approved under the Team option in the left panel. Please note that this role is assigned once a user is added as an approver to an employee in the employee form.
