User Permissions

Overview

PayCargo allows accounts to assign specific permissions to users to support secure, role-based payment workflows. By defining what actions each user can take, companies can align system access with internal procedures and approval requirements.

The most common permission levels are Inputter/Creator, Proofer, Approver, and Admin.

How It Works

Accounts can limit or expand user permissions based on their role in the payment process. These controls help ensure payments follow company-defined procedures and maintain proper separation of duties.

• Admin users can modify permissions for other users directly within the account.

• Companies may also request permission changes through PayCargo Support when needed.

Types of Permissions

Permission Type	Permission Details	Capabilities
Inputter/ Creator	Users with this role can create new transactions but cannot approve them	Create and edit transactions Upload batch transactions Add and edit attachments Update profile Manage alerts
Proofer	Proofer users are responsible for reviewing transactions before approval. They can also cancel transactions if necessary	Proof (review) transactions Void transactions Reset voided transactions to Created Add and edit attachments Update profile Manage alerts
Approver	Approvers are authorized to approve transactions that have already been created or proofed	Approve transactions Void transactions Reset voided transactions to Created Add and edit attachments Update profile Manage alerts
Admin	Admins have full access to the account and all available permissions	All Inputter, Proofer, and Approver capabilities User and permission management Full administrative control of the account

Key Benefits

Improves control over payment creation, review, and approval

Reduces the risk of unauthorized or incorrect transactions

Supports company payment policies and internal controls

Enables role-based access and separation of duties

Allows administrators to easily manage and update user permissions

Related Questions

How do I view the permissions I currently have?

Go to your Settings and select the My Permissions tab to view the permissions your account currently has.

I am trying to make a payment, but I do not have the permissions to fully complete the payment. How do I get these permissions enabled?

Permission limitations are set due to the request of an admin or authorized user within your company. If you are not able to fully complete a payment and wish for your permissions to be adjusted, please reach out internally to discuss how you would be able to request these changes. If you are not able to find out the procedure, please feel free to reach out to our support team so that we may review your profile for an authorized user to request approval for these changes.

I am not able to create and save a transaction in order for my team's approver to review and approve for a specific vendor. How am I able to complete this process?

Some vendors within our platform have integrations with our system that may require the user to have both the create and approve transactions permissions enabled in order to complete the payment. Please reach out to your team to locate a user who has both of these permissions enabled to reattempt your transaction. If your team is still experiencing issues with this attempt, please feel free to contact our support team for additional assistance.