Vic.ai has several different types of User Roles, all with different access rights. These roles can be broken down into three different categories of Admins, Invoice/PO Matching, and Payments.
A summary of the three categories are below, but for a full explanation for each role, visit the User Role further down this article.
Admin Roles
Vic.ai Organization Administrator: Can add/remove/edit user permissions for their Organization. This includes all Companies belonging to the Organization.
Company Administrator: Can manage Autonomous Approval Flows, PO Mismatches , and Configuration for the specified Company.
Role | Manage Users | See & Manage Approval Flows | See & Manage PO Mismatch Flows | Manage Configuration |
Organization Administrator | X | X | X | X |
Company Administrator |
| X | X | X |
Invoice & Purchase Order (PO) Roles
Accountant: Can access the Invoices tab, where Invoices and Purchase Orders are processed.
Approver, Invoices: Can access the Invoices tab under Approval. Eligible candidate for Approval Flows
Approver, PO Mismatches: Can access the PO Mismatches tab Approval. Eligible candidate for PO Mismatch Flows.
Role | Invoices tab | Invoices Tab under Approval | PO Mismatches tab under Approval |
Accountant | X |
|
|
Approver, Invoices |
| X |
|
Approver, PO Mismatches |
|
| X |
Payment Roles
Payment Initiator: Can access the Bill Pay tab under Payments
Approver, Payments: Can access the Payment Batches tab under Payments
Role | Bill Pay tab under Payments | Payment Batches tab under Payments |
Payment Initiator | X |
|
Approver, Payments |
| 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, PO Mismatch 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)
Company Admins can manage the following for the Companies they're an Admin for:
Autonomous Approval Flows
PO Mismatch Flows
Configuration
Note, for Group of Companies Configuration, there will be a Company Selector in the left-hand Navigation.
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
