In Routable you have the option to control the permissions your users have by setting them up with different roles — where each role has varying levels of access for what the user can and cannot do in Routable.

Administrators

By default, the team member who signs up for the Routable account is designated as the Administrator of the account. There are no limits on the number of users that can be Administrators in your account.

⭐ Check out your team members list to see who your team Administrators are.

Admin users can do everything Creators and Approvers can do, and they can also access things the other roles cannot, like all of the account settings so they can perform administrative actions for the account.

The abilities that are exclusive to Admins include:

  • Managing team members

  • Managing approval settings

  • Requesting changes to the account

Admins can also manage the roles of team members and make other users Admins as needed.

📚 Read more about Managing team member roles


Creators

Team members who will need to manage payments and company records, but who don't need access to all account settings, can be designated as Creators.

Creators have the ability to:

  • Create and send new payables/receivables

  • Send public messages to vendors and customers

  • Send internal messages to team members

  • Import open bills or invoices from your accounting software

  • Create new vendor and customer records in Routable

Additionally, Creators have limited access to account settings, including:

  • Integration settings

  • Financial settings


Approvers

Team members who only need to approve payables and receivables, but not create them, can be designated as Approvers.

In addition to being able to approve payables and receivables, the Approver role includes:

  • View payables and receivables

  • Send internal messages to team members

  • View company records

  • View limited settings

📚 Read more about Adding approval settings for your account


Vendor and Customer Managers

Team members who need to be able to manage vendors, customers, and their contacts, but who are not involved in the creation of payables or receivables, can be designated as Vendor and Customer Managers.

Vendor and Customer Managers have the ability to:

  • Create vendor and customer records

  • Manage vendor and customer contacts

  • Send internal messages to team members

  • View payables and receivables

  • View limited settings


Collaborators

Team members who only need to view payables and receivables, but not take any actions on them like sending or approving, can be designated as Collaborators.

Collaborators have the ability to:

  • View payables and receivables

  • Send internal messages to team members

  • View company records

  • View limited settings


Developers

Team members who only need access to API settings can be designated as Developers.

Developers have the ability to:

  • View API settings

  • Create and manage API tokens

  • Send internal messages to team members

  • View payables and receivables

  • View vendor and customer records

  • View limited settings


IT Administrators

Similar to Admins, IT Administrators have the ability to create and manage team member roles. Unlike Admins, IT Administrators are unable to create, edit, send, export, or approve bills, invoices, vendors, or customers.

This role exists solely to allow IT Admins to manage team members, plus the ability to view and edit API access.

Note: Though IT Admins can not interact with vendors/customers, bills/invoices, or funding accounts, they can create Admins who are able to do those things

📚 Read more about Managing team member roles


Access Levels

Below is a breakdown of the different roles and what the can/cannot access in Routable.

Payables and Receivables Access

Vendor and Customer Access

Account Settings Access

Financial Settings Access

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