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  • Writer's pictureJustPaid

JustPaid's Enhanced User Roles & Permissions: Tailored Access for Streamlined Management

Hello to our dedicated JustPaid community!

Today, we’re thrilled to introduce an exciting update to our platform: a refined user role and permission system! Understanding the diverse needs of your team, we’ve now expanded user roles to ensure more specific and secure access to the platform.

Clear role distinctions are essential in any organization or system to ensure smooth operations and robust security. By assigning specific roles like Admin, Accountant, and User, you not only streamline access to functionalities but also enhance efficiency and data protection.

Introducing 3 Distinct User Roles:

  1. Admin: Our super-users, with comprehensive access to every nook and cranny. Ideal for those who need an eagle's eye view and control over every transaction, integration, and report.

  2. Accountant: Specially crafted for the number wizards, we understand the unique needs of accountants and financial experts. This new role ensures a specialized user experience, making their tasks a breeze.

  3. User: A flexible role with a customizable set of permissions, perfect for team members who require access but don’t need to be overwhelmed with all functionalities.

Permissions are no longer one-size-fits-all. We're introducing specific checkboxes that allow Admins to customize the permissions granted to each user, ensuring they have only the access they need. These permissions include:

  • Approve Bills: Grant permission to green-light the bills.

  • Approve Sales Contracts: Allow users to validate and approve sales contracts.

  • Bank Transactions: Entrust users to make payments for approved bills.

  • Manage Bank Accounts: Offer the ability to connect or disconnect bank accounts.

  • Manage Integrations: Empower users to connect other platforms and services seamlessly.

  • View Reports and Data: Ensure users can only view necessary financial reports and data.

Changing roles and responsibilities in your organization? No worries! If a user’s responsibilities evolve, there's no need to create a new user from scratch. Simply adjust the permissions, and they’re good to go. It’s all about making your experience smoother and more intuitive.

Our mission has always been to make revenue management and billing as streamlined and efficient as possible. By introducing these nuanced user roles and permissions, we believe we’re taking another step towards a more tailored user experience.

We’d love to hear your feedback. Dive in, explore, and let us know how this improves your JustPaid journey!

JustPaid out. 🚀

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