Employee Roles

Overview

In Skovik, employees can be given different roles based on what different menus and settings within the system they should have access to.

Employee roles

Admin

An admin has full access to the account. This includes changing company and bookkeeping settings, managing employees (including changing roles and adding assistants), viewing all reports, exporting data, and handling billing.

Finance

An employee assigned the finance role is allowed to change bookkeeping settings, view all reports and export data.

Employee administrator

Employee administrators can add, update, and remove employees but cannot change their roles or add assistants. They can also trigger welcome emails to new employees. This role can be combined with other roles and can be limited to only some branches.

Report manager

Report managers are allowed to view, as well as delete and restore reports. They may also add, substitute or skip approval steps on individual reports where applicable. This role can be combined with other roles and can be limited to only some branches.

Exporter

An exporter can view the export history and generate new exports. This role can be combined with other roles and can be limited to only some branches.

Edit an employee's role

To edit an employee's role you do this as explained in the following article. Please note that only administrators can give employees new roles.

pageManage Employees