When adding your team, you can assign roles to control what actions they can take in Telleroo. Decide what they can view and edit on both your partner account and client accounts.
Assign roles by going to Team and clicking Edit next to a team member. You can also set roles when you Add a new team member.
Accountancy Roles
These are permissions that allow team members to make changes to your partner account in Telleroo.
Administrator: Team member can create and amend other teammates.
Manager: Team member can view all companies (clients) and assign reviewers.
Simply tick the boxes to assign Accountancy roles to the team member:
Company roles
These are permissions that allow team members to make changes to companies (clients) associated to your partner account in Telleroo.
Viewer: Allows the team member to view pay runs and payments but bank details are censored. If you combine this with another role, bank details then become uncensored.
Creator: Allows the team member to create pay runs for review and/or approval. Team member can also setup connections to other apps such as Xero and QuickBooks.
Approver: With Management Access enabled (allowing your accountancy to approve payments on a client's behalf), this role lets the team member approve client pay runs awaiting approval.
Bank Manager: Allows the team member to add and edit payee bank details when using a connected app such as Xero and QuickBooks.
Simply tick the boxes to assign Company roles to the team member:
Assigning the Reviewer role
The review stage lets you send pay runs for internal review before sending them to the client. If enabled, you can assign the Reviewer role to a team member, allowing them to sign off pay runs during the internal review stage. Assign this role in the Review stage settings.