Note : This is only applicable with user with Admin permission/role
1. From the left-hand menu, click Settings.
2. At the top of the page, select the Users tab.
3. Find the user whose permissions you would like to update.
Click the three dots (⋯) beside their name, then select Edit roles.
4. A pop-up window will appear displaying all available roles and permissions.
Tick the checkbox to grant a role/permission
Untick the checkbox to remove a role/permission
Each role includes a short description explaining what access it provides.
5. Once you have finished updating the permissions, click Save.
The user’s access will update immediately after saving.
Common Roles Explained
Role | Description |
Member | Default user role |
Claims Viewer | Can view claims only |
Claims Admin | Can view, submit, and cancel claims |
Payments Viewer | Can view payments only |
Payments Admin | Can manage ABA files and remittances |
Billing Viewer | Can view PM fees |
Billing Admin | Full billing dashboard access |
Reports Viewer | Can view reports dashboard |
Email Admin | Can send email templates and approve drafts |
Admin | Grants access to the Settings page |
Bank Details Approver | Can approve bank detail changes |
Budget Warning Overrider | Can override budget warning, but cannot view the claims page (would require Claims Viewer as well) |