System administratorUsers, permissions and integrations from one place.
Users and permission groups, threshold-based approval configuration, integrations, API keys and data import in the Admin app; every change leaves a trail.
Through the day
What does a system administrator do on the platform?
Every step is a working feature of the product; click its name to go to the module it describes.
- 01Manages users
Users are added and their roles and status managed; active sessions and sign-in history are on the same screen.
- 02Grants permissions
Role-based permission groups define screen access; department managers assign roles to their own team.
- 03Sets up approvals
Which role an approval goes to is set by document type and amount band.
- 04Connects and imports
All external integrations in one list; API keys and Excel/CSV data import in the same app.
Apps
What system administrators use most
All on the same data model; whatever their role, everyone looks at the same record. The other 23 modules are open in your account too.
Frequently asked
For system administrators
Can a department manager grant permissions to their own team?
Yes. On the User Permissions screen, a department manager grants and revokes the roles their team can be assigned.
How do we import our data from Excel?
Data import takes Excel and CSV files in one place and suggests the record type for each file.
Legal and systems
On the same team
Close next month end without a reconciliation marathon.
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