Role permissions matrix
Mar 06, 2025
Find out how the roles assigned to each team member change their level of access within the app.
Overview
Team members using the Universal Operator Cut+Dry app can be set up with one of four roles of access. Refer to Add, edit, or remove team members for help with changing or adding a user's access role.
Role permissions matrix
✨ Tip: "Section" refers to the menu tab where these options are located.
| Action | Roles | |||
|---|---|---|---|---|
| Admin/Owner | Manager | Employee | Bookkeeper | |
|
Approvals Section |
||||
| View rejected orders | X | X | ||
|
Chat Section |
||||
| View messages | X | X | X | X |
| Send messages | X | X | X | X |
|
Pay Section |
||||
| View invoices | X | X | ||
| Filter invoices | X | X | ||
| Pay invoice (single) | X | X | ||
| Pay invoice (batch) | X | X | ||
| Download invoices | X | X | ||
| Manage Auto Pay | X | X | ||
| Download payment receipts | X | X | ||
| Download print receipts | X | X | ||
|
Suppliers Section |
||||
| Add new supplier | X | X | X | |
| Edit existing supplier | X | X | X | |
| Remove (archive) supplier | X | X | X | |
|
Reports Section |
||||
| Generate "Monthly expenses by vendor" report | X | X | X | |
| Generate "Monthly expenses by location" report | X | X | X | |
| Generate "Expenses by product" report | X | X | X | |
| Generate "Expenses by employee" report | X | X | X | |
| Generate "Invoice download zip file" report | X | X | X | |
| Generate "Location quantity summary" report | X | X | X | |
| Generate "Invoice details" report | X | X | X | |
| Generate "Daily expenses" report | X | X | X | |
| Generate "Invoice details" (Quickbooks) report | X | X | X | |
| Generate "Vendor price" report | X | X | X | |
|
Users Section |
||||
| Manage Admin users | X | X | ||
| Manage Manager users | X | X | ||
| Manage Employee users | X | X | X | |
| Manage Bookkeeper users | X | X | X | |
|
Support Section |
||||
| View the Cut+Dry Help Center | X | X | X | X |
|
Settings Section |
||||
| Profile setting: Manage basic details | X | X | X | X |
| Profile setting: Manage notification preferences | X | X | X | X |
| Profile setting: Delete account | X | X | X | X |
| Company setting: Manage basic company details | X | X | X | |
| Locations setting: Manage locations | X | X | X | |
| Accounting setting: Manage accounting categories | X | X | X | |
| Export setting: Export all orders | X | X | X | |
| Export setting: Export orders with prices | X | X | X | |
| Export setting: Export product | X | X | X | |
