Lucca Invoices is a tool that allows you to submit expense commitment requests, and also to process and record your invoices. For this reason, it is important to set up the permissions for each of your interface users.
As an administrator, you may need to organize these roles yourself.
How do I access the role settings?
Roles in Lucca are managed from the roles administration interface.
You can access these settings by clicking on the Lucca settings cogwheel icon, then going into the Roles module.
Roles and permissions
Roles for Invoices are based on the following operations:
| Permission name | Possible action |
|
Create, characterize, ask for, and manage purchases |
This permission lets users create and track purchase requests for a defined scope. It also allows them to forward invoices to the accounting team and track them. Currently, the scopes available are:
|
| View purchases and invoices |
This permission lets users track purchases and invoices for an organization, managerial, or cost center scope. It offers greater visibility over expenses, increased control over budgets, and easier decision making. Clarification: This permission is read-only. |
| Approve or deny purchases |
This permission allows the person to approve or deny purchase requests. Requests for payment are managed implicitly in the approval workflow. Permission to approve or refuse only applies to the scope defined within the approval workflow. This circuit can be configured on a managerial or organizational basis. |
| Manage invoices and payments once purchases are approved |
This permission makes it possible to add and record invoices in the inbox for the entire organization. Users with this permission can manage invoices and purchases on the buyer's behalf (e.g.: close a purchase request or confirm an invoice). They can also create and update suppliers. |
| Pay invoices | This permission allows the user to prepare and generate the payment of invoices that have already been recorded. |
| Configure the software |
This permission grants access to the Invoices settings module. More specifically, it allows the user to:
Clarification: The ability to create and update suppliers is now controlled by the permission "Manage invoices and payments once purchases are approved". |
Default settings
There are four main levels of responsibility that can be set in Lucca Invoices.
Here are the settings we recommend for getting started:
Role: Buyer
Role: Approver
Role: Accounting
Role: Administrator