What are the different roles and permissions related to invoice management?

Understanding roles and permissions helps in managing access and responsibilities within the hh2 system.

  1. Roles like AP Manager, AP Clerk, and Field Supervisor define access levels and permissions.
  2. Access AP > Configuration > Document Flow Users to review and adjust roles and permissions.
  3. Each role can have permissions adjusted for actions like uploading, editing, or deleting invoices.
  4. Ensure users have the correct permissions for their role to prevent unauthorized actions on invoices.