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Adding your accounting/bookkeeping team and assigning roles
Adding your accounting/bookkeeping team and assigning roles

Telleroo allows you to manage users access to clients in seconds. Forgot bank mandates.

Andrew Cookson avatar
Written by Andrew Cookson
Updated this week

When adding a user you have the option of adding 5 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. If combined with creator the user will be able to create pay runs that don't require approval.

  • 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.

  • Bank Details Manager - This permission will allow the user to scan bank details directly from the invoice when creating pay run via Xero bills.

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