# User Permissions

### <mark style="color:$primary;">Overview</mark>

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**.

### <mark style="color:$primary;">How It Works</mark>

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                                                 | <ul><li>Create and edit transactions</li><li>Upload batch transactions</li><li>Add and edit attachments</li><li>Update profile</li><li>Manage alerts</li></ul>                                              |
| **Proofer**           | Proofer users are responsible for reviewing transactions before approval. They can also cancel transactions if necessary | <ul><li>Proof (review) transactions</li><li>Void transactions</li><li>Reset voided transactions to <em>Created</em></li><li>Add and edit attachments</li><li>Update profile</li><li>Manage alerts</li></ul> |
| **Approver**          | Approvers are authorized to approve transactions that have already been created or proofed                               | <ul><li>Approve transactions</li><li>Void transactions</li><li>Reset voided transactions to <em>Created</em></li><li>Add and edit attachments</li><li>Update profile</li><li>Manage alerts</li></ul>        |
| **Admin**             | Admins have full access to the account and all available permissions                                                     | <ul><li>All Inputter, Proofer, and Approver capabilities</li><li>User and permission management</li><li>Full administrative control of the account</li></ul>                                                |

### <mark style="color:$primary;">Key Benefits</mark>

<i class="fa-check">:check:</i> Improves control over payment creation, review, and approval

<i class="fa-check">:check:</i> Reduces the risk of unauthorized or incorrect transactions

<i class="fa-check">:check:</i> Supports company payment policies and internal controls

<i class="fa-check">:check:</i> Enables role-based access and separation of duties

<i class="fa-check">:check:</i> Allows administrators to easily manage and update user permissions

### <mark style="color:$primary;">Related Questions</mark>

<details>

<summary>How do I view the permissions I currently have?</summary>

Go to your Settings and select the My Permissions tab  ![](/files/5BC6CU6ZL362f1EABURQ) to view the permissions your account currently has.&#x20;

</details>

<details>

<summary>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?</summary>

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.

</details>

<details>

<summary>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?</summary>

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.

</details>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.paycargo.com/general/account-information/user-permissions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.