What do the different user types mean and what is the difference between them?
Written by Robin Göransson
Updated at April 3rd, 2024
Table of Contents
This article applies to the following countries
- All countries
This article will describe what the different user types mean and what they are able to do in the system.
Below we list these and describe each one of them.
User
A user has the ability to create expense reports and submit to their organization, the user does not have access to the organization mode and its settings. The user only has access to their own submitted reports, more information about this can be found here.
Do you want to know more about how to get started as a new user?
Approver
No extra authorization is needed for the user who is to be an approver, you can set a normal user in the system as an approver. Otherwise, as an approver, you have no extra authority in the system apart from just approving and rejecting reports.
Do you want to know more about how to set up approvers?
Temporary approver is a handy feature to handle vacations and time off for the approver.
Fore more information.
Administrator
An administrator can register expenses, mileages and allowances (per diems) for themselves. In addition they can also make changes in settings that effects the whole organization, ie. change approvers, add dimensions or change integrations and see all submitted reports. The administrator also change how the user interface looks like and which users that can do what. You can only access the organization mode and can administer an organization on the web.
Do you want to know more about how to get started as a new administrator?
Consultant
As a consultant, like the administrator, you have the opportunity to make changes for the entire organization and also see all submitted reports. Something that distinguishes a consultant from other user types is that the consultant cannot create their own expense reports and submit, it costs nothing for the organization to add, and the consultant cannot act as a proxy and switch to others users in the system.
Do you want to know more about how you as a partner administrator add a new consultant?
Partner administrator
As a partner administrator, you have access to all organizations that exist on the partner. Like the administrator, you can make changes to these organizations and see all submitted reports. The partner administrator can also create new organizations and add new consultants to the partner.
Do you want to know more about how to add a new partner administrator to your partner?
There is an option to add the setting Allow user to register expenses for others.
This function makes it possible to switch to other users in the system.
For more information.