Access Control

In SimplePOR, we support certain levels of access. When you add a user, you have the option to add the user as

• Admin
• Creator
• Requestor
• Finance Approver
• Accountant

Lets look at the various access levels and what such users can do or cannot do.

Access Table

	Action	Admin	Creator	Requestor	Finance Approver	Accountant
POR	View PORs	✅	✅	✅	✅	✅
POR	Create POR	✅	✅	✅
POR	Edit POR	✅	✅	✅
POR	Duplicate POR	✅	✅	✅
POR	Withdraw POR	✅	✅	✅
Vendor	View Vendors	✅	✅	✅	✅	✅
Vendor	Create Vendor	✅	✅
Vendor	Edit Vendor	✅	✅
Vendor	Delete Vendor	✅	✅
Budget	View Budgets	✅	approver	approver	✅	approver
Budget	Create Budget	✅			✅
Budget	Edit Budget	✅			✅
User	View Users	✅
User	Add/Remove User	✅
Payout	View payouts	✅	✅		✅	✅
Payout	Toggle payouts	✅			✅

Admin user

Admin user has all the super powers. They have unrestricted access to all parts of the app within a particular organisation. There is nothing an admin cannot do.

Creator

Creators can create PORs and Vendors but cannot create or modify budgets or payouts. This user is best given to Senior members in a team

Requestors

Requestor has further restrictions compared to a Creator. Requestors can view most data on the POR app, but they can create or modify only PORs. Creators can edit vendors while requestors cannot do that. This access type best suits Junior members in a team.

Finance Approver

Finance approvers can view most parts of the app and can create/edit budgets. However they cannot create/edit vendors. Finance approver are best suited for someone handling finance operations in a team.

Accountant

Accountant are similar to Finance Approver. They have more restricted access. They cannot modify any data on the app. However they have view all data. This is meant to be shared with junior staff in a finance ops team or to book keepers.