Outside of the admin settings, there are three transactions-related permission settings:
- Upload Receipts
The “Upload Receipts” permission setting allows users to email copies of receipts to firstname.lastname@example.org in order to link them to transactions.
You can enable this by checking the “Upload Receipts” box highlighted below.
The “Finance” permission setting allows users to see the same information that admins can view, but not necessarily the ability to manipulate everything that an admin can.
You can enable this by checking the “Finance” box highlighted below.
If that’s too much power, then you can instead choose to allow users to merely view and categorize your transactions.
You can enable this by checking the “Transactions” box highlighted below.
For more information on permission settings, see Add Users and Edit Permissions.