Who sees what: roles and approvals
What the owner, an admin, a team member and the accountant can do in approvals: who changes the rules, who decides and who only reads.
The owner sets people's roles in Settings → Team. In approvals this is what they mean.
Step by step
Check the roles in the team
In Settings → Team see who is an admin, a member and the accountant.
Decide who approves
In the rule pick a role or particular people. You cannot pick the accountant.
Owner
- Changes the rules, approves by role and may decide any step instead of the approver.
- Limits do not apply to the owner.
Admin
- Changes the rules and approves by role when the rule says so, or when picked in a step.
Team member
- Approves only the steps that name them.
- Sees the rules but does not change them. Can withdraw their own request.
Accountant
- Sees the requests, steps and decisions with comments. Does not decide and does not change the rules.
Every decision also records the time, the IP address and the browser. The request screen does not show the IP address or the browser.
Frequently asked questions
- Who can withdraw a request?
- Whoever sent it, the owner and an admin. The document then stays a draft and can be sent again.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
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Inviting your accountant
How to give your accountant access to your documents in Vporiadku: create an invitation, send the link, they accept it and can see and export everything, change nothing.
What your accountant sees
In Vporiadku your accountant sees and exports documents, expenses, the bank and reports, reads the history of changes and the attachments, and creates or changes nothing.
History of changes: who changed what
The history of changes shows who in the company created, changed, issued or cancelled a document, recorded a payment or changed the settings, with the old and the new value. Download it as CSV.
Approving expenses and invoices: how it works
A rule says which expenses and invoices another person in the team must approve before they are paid or issued. The document then waits on the For approval screen.