Types of user roles

Roles determine what people can see and do in Digitoo. Administrative roles are designed for people responsible for managing accounts and settings in Digitoo. Non-administrative roles allow people to work in Digitoo and access key features.

🖊️ Note: Read more about adding, removing users and their management.

User roles

Below is the complete list of roles available in all Digitoo plans:

• Owner
  • has access to data about the organization and the ability to change this data
  • can create, remove, view, and edit all accounting units and their queues
  • can assign the role to another owner, administrator, admin, editor, and reader
• Supervisor
  • can create, remove, view, and edit all accounting units and their queues
  • can assign roles to admin, editor, limited approver, and reader
• Admin
  • can create, remove, view, and edit queues to which the admin has rights
  • cannot add additional accounting units
  • can assign Editor, Dashboard Viewer and Viewer roles to an workspace where figures as the admin
• Editor
  • can read and edit documents in that queue
  • does not have access to the role settings of other users and accounting units
  • cannot invite other users
• Viewer
  • documents in the given queue are read-only
  • does not have access to the role settings of other users and accounting units
  • cannot invite other users
  • cannot approve
  • cannot upload documents directly to the app, not even mobile app (it is possibly only via email)

Other roles

• Dashboard Viewer
  • this role is only available if you have the simple multi-level approval function active; if you are interested in it, reach us at myteam@digitoo.ai
  • can access only to the documents that have been assigned to her/him for approval, and at the same time, she/he can edit them or attach attachments to them
  • does not have access to settings or to other accounting units, queues, or documents
  • can upload via mobile application and edit the document at the moment of uploading; once a document is uploaded, it must be assigned to approval to approve it
  • can upload documents via Digitoo email, provided that the administrator has given him this email address