Roles and Users for the Reimbursement Use Case

See the Overview for the Reimbursement use case.

As described in the Reimbursement workflow, we need to create 4 roles for the different levels of approval.

Step no.

Role

Description

2

Manager

Level 1 approver

3

Department Head

Level 2 approver

4

Finance Team

Level 3 approver

5

Finance Head

Level 4 approver

We will learn to create how to create these roles in the subsequent sections.

These roles need to be assigned to users. So, we will also learn to create these users and assign roles to them.

For instance, we will create a user named John Smith and assign them the role of Department Head. For more details, see Assigning custom roles to users.

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