Volopay

Establish customised roles and permission for members within your organization to enhance access control and bolster security measures.

There are three types of role in Volopay:

1. These roles are the main categories under which a user is initially classified when they are invited to the system. The primary role likely defines the baseline permissions and access levels for the user. 
2. 'Admin,' 'Member,' and 'External accountant' are primary roles.
    

1. These roles appear to be additional permissions or responsibilities that can be assigned to users who are members. They do not change the primary role of the user but add more specific capabilities within the Volopay system. For example, a 'Card Manager' can manage all company cards, a 'Payment initiator' can initiate payments, etc. These roles are predefined in the Volopay system and cannot be customized.
2. We can only add member users to these roles. 
    

1. Custom roles are created by your company admins for specific requirements. They can be tailored from scratch, allowing you to define unique sets of permissions and access controls that are not covered by the primary or Volopay roles. These are flexible and can be modified as needed. 

1. Primary roles
 1. These roles are the main categories under which a user is initially classified when they are invited to the system. The primary role likely defines the baseline permissions and access levels for the user. 
 2. 'Admin,' 'Member,' and 'External accountant' are primary roles.
 
2. Volopay roles
 1. These roles appear to be additional permissions or responsibilities that can be assigned to users who are members. They do not change the primary role of the user but add more specific capabilities within the Volopay system. For example, a 'Card Manager' can manage all company cards, a 'Payment initiator' can initiate payments, etc. These roles are predefined in the Volopay system and cannot be customized.
 2. We can only add member users to these roles. 
 
3. Custom roles
 1. Custom roles are created by your company admins for specific requirements. They can be tailored from scratch, allowing you to define unique sets of permissions and access controls that are not covered by the primary or Volopay roles. These are flexible and can be modified as needed.

After creating a custom role, you can adjust its permissions by following these steps:

Navigate to manage &gt; roles and permissions tab

Select the custom role, you wish to modify

At the end of the slider, click on "edit permission" button

Now you can enable/disable any permission as per your need

Click "Save changes" to implement the new permission for this custom role. 

1. Navigate to manage &gt; roles and permissions tab
2. Select the custom role, you wish to modify
3. At the end of the slider, click on "edit permission" button
4. Now you can enable/disable any permission as per your need
5. Click "Save changes" to implement the new permission for this custom role. 

There are three types of role in Volopay:

Modifying permissions in Custom roles