Users within a Truss team will be allocated 1 of 5 roles, affecting the permissions available to them. Role labels include Admin, Bookkeeper, Project Manager, Sales Representative, and Employee. This article serves as an introduction to each of these roles, and breaks down what capabilities are available to each title.
1. Admin
Admin users sit at the highest user level, with unrestricted access throughout Truss.
2. Bookkeeper
The bookkeeper role is intended for those who wish to keep track of financial records. Thus, their usage permissions are based around the card and cash accounts.
Full access to card accounts
Cash account can be viewed
Payment requests require admin approval
Cannot invite users
3. Project Manager
Project Managers are intended to use Truss as an operating account. Their permissions therefore focus on project cash flows.
Cannot access or withdraw from cash accounts, can only deposit checks
Cannot view card account, only card expenses
Outgoing payments require admin approval
Cannot view or invite users
4. Sales Representative
Sales Representatives have access designed to enable transactions with clients.
Cannot access or withdraw funds from cash account, can only deposit checks
Can only view their own card and card purchases
Can view and upload receipts for their own card purchases
Can create payment requests
Can only view payment requests they have initiated
Cannot view or invite users
5. Employee
Employee permissions enable Truss Charge Card transaction tracking.
Can only view own card accounts and expenses
No access to cash account
Cannot view or invite users
No access to payment requests