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Expense | Understanding User Roles & Permissions

Overview

The JustLogin Expense module uses a role-based access model. Each user is assigned one or more roles that determine what actions they can perform. This article describes all default roles and their permissions.

Default Roles

RoleDescriptionKey Permissions
Super AdminFull access to all Expense module featuresAll functions: submit, approve, reimburse, configure, manage users
Expense AdminFull access to all Expense features except integrationSubmit, approve, reimburse, configure categories/currencies/preferences
SubmitterDefault role for employees; can create and submit claimsCreate claims, create reports, submit reports for approval
Reimbursement OfficerCan process reimbursements for approved reportsView approved reports, mark reports as reimbursed
Reports AdminUnrestricted access to the Reports sectionView and export all expense reports across the company
Expense Integration AdminManages third-party integrations (e.g., Xero)Configure and manage integration settings

Custom Roles

In addition to the default roles, administrators can create Custom Roles to define specific permission sets tailored to your organisation's workflow. To create a custom role:

  1. Go to Expense > Administration
  2. Click the Role Setup tab
  3. Click + Add Role
  4. Enter a role name and configure the permissions
  5. Click Save

Approver Configuration

Approval authority is configured per employee in the Approvals page. A user does not need to hold a specific 'Approver' role — any user assigned as Approver 1 or Approver 2 for another employee will see those expense reports in their Approvals tab. Multi-level approval is configured in the approval workflow settings via Settings > Company Settings > Approvals page.

Note  There is no built-in role named 'Approver'. Approval access is granted by assigning a user as Approver 1 or Approver 2 in the employee's workflow settings, not by role assignment.
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