Every task belongs to a functional area, such as Accounts payable, Payroll or GST. Settings → Roles decides who can take each step in that area.
Choose the steps each area uses
- Preparer is always on.
- Tick Reviewer and Approver if the area uses them. Tasks go from preparer to reviewer to approver, and the last role ticked signs the task off.
- You can untick a role only when nobody holds it and the area has no open task.
Give each role its people
- Open Settings → Roles.
- Under Assign people in, pick the companies to change. The current company is always included.
- Add one or more people to each role. Any of them can take that step.
- Press Save roles. Open tasks follow straight away; the sheet tells you how many template and open tasks change.
You can also assign roles from a person’s row in Settings → Users, for one or several companies at once.
Add an area
Under Add a functional area, type the name and press Add area. Then give its roles people.
Nobody can review or approve their own work, so put at least two people in an area that uses a reviewer or approver.