Roles and Users for the Reimbursement Use Case
Last updated
Last updated
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.
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.
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