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Adding your team and assigning roles

How to add users to your account and what their roles do

Andrew Cookson avatar
Written by Andrew Cookson
Updated this week

Telleroo allows you to quickly add, edit and remove users and limit the actions they can take in Telleroo.

When adding a user you have the option of adding 4 roles. Below is a brief description of what these roles are:

  • Viewer - Allows the user to view pay runs and payments but bank details are censored. If combined with another role bank details are uncensored.

  • Creator - Allows the user to create pay runs for approval and setup connections to other apps such as the Xero bank feed.

  • Approver - Allows the user to approve pay runs that are awaiting approval.

  • Dual Approver - Allows the user to approve pay runs that are awaiting dual approval. Dual approval means two different people need to approve a pay run before it gets sent, as an extra layer of authorisation.

  • Admin - Allows the user to add/edit users to Telleroo. This includes the ability to amend their own roles. We recommend keeping admins users as few as possible due to the extend of their controls.

To add or edit users head to 'Settings' and 'Users' in Telleroo. Please note, you can only do this if you are an Admin on the account. If you are not an admin, you will not be able to see the Settings tab and you'll need to contact an admin on your account to update your roles in Telleroo.

Enabling/disabling email notifications

If you are a company using Telleroo directly (no accounting partner), you can turn off email notifications by heading to the Settings tab within your account.

Click 'Users' and 'Edit' next to your email address. Under 'Notifications' you can deselect 'I want to receive emails' and press 'Save'.

If you are a client of an accountant, you need to be an Admin to turn these off.

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