Vic.ai has four different types of User Roles, all with different access rights. These roles with a brief summary are:
Vic.ai Organization Administrator: Can add/remove/edit user permissions for their Organization
Company Administrator: Can manage Autonomous Approval Flows and Configuration for a Company
Accountant: Can access the Invoices tab
Approver: Can access the Approval tab
Role | Invoices tab | Approvals Tab | See & Manage Approval Flows | Manage Configuration | Manage Users |
Organization Administrator | X |
| X | X | X |
Company Administrator | X |
| X | X |
|
Accountant | X |
|
|
|
|
Approver |
| X |
|
|
|
Vic.ai Organization Administrator (Org Admin)
The Org Admin has the ability to add/edit/remove user permissions for their organization, which is found in the Users section of the Admin tab. They can also manage approval flows and change company-level settings within the Configuration section of the Admin tab.
NOTE: For more information on how to add/edit/remove users, please see the following article: User Management: Add, Edit, Remove Users
Company Administrator (Company Admin)
The unique access of the Company Admin is that they can manage Autonomous Approval Flows for their companies in the Approval Flows section of the Admin tab. Additionally, these admins can change company-level settings within the Configuration section of the Admin tab.
Accountant
The Accountant has access to the Invoices tab, which includes these high-level permissions:
Upload and edit invoices
Initiate or modify Vic.ai approval process
Post, Export, and Transfer invoices out of Vic.ai
Approver
The Approver has access to the Approver tab, which includes these high-level permissions:
Reject, modify, and approve invoices