There are multiple roles directly involved in the tractFile application each containing a unique set of permissions. The sections below contain information about each role.
Admin
An admin can create, update, and delete anything with the following exceptions:
- Cannot delete a Supplier Contract, Customer Contract, Voucher, or Invoices that are NOT in the DRAFT status
- Cannot perform any action to a PAID Voucher or Invoice
Supplier Contract Administrator
A supplier contract administrator CAN:
| ITEM | CREATE | UPDATE | DELETE |
| Contract Events | ✓ | ✓ | ✓ |
| Contract Types | ✓ | ✓ | If not used in any contract |
| Supplier Contracts | ✓ | ✓ | DRAFT only |
| Bank Accounts | ✓ | ✓ | ✓ |
| Vouchers | ✓ | Except PAID status | DRAFT only |
| Cost Centers | ✓ | ✓ | If not used in any contract |
| Suppliers | ✓ | ✓ | If not used in any contract |
| Supplier Types | ✓ | ✓ | If not used in any contract |
| Business Units | ✓ | ✓ | If not used in any contract |
| Notes | ✓ | ✓ | ✓ |
| Files | ✓ | ✓ | ✓ |
| ALLOWED TO | NOT ALLOWED TO |
| Submit supplier contracts for approval | Approve or reject supplier contracts |
| Submit vouchers for approval | Approve, reject, mark as paid, or unapprove vouchers |
Supplier Contract Approver
A supplier contract approver CAN:
| ITEM | CREATE | UPDATE | DELETE |
| Contract Events | ✓ | ✓ | ✓ |
| Contract Types | ✓ | ✓ | If not used in any contract |
| Supplier Contracts | ✓ | ✓ | DRAFT only |
| Bank Accounts | ✓ | ✓ | ✓ |
| Vouchers | ✓ | Except PAID status | DRAFT only |
| Cost Centers | ✓ | ✓ | If not used in any contract |
| Suppliers | ✓ | ✓ | If not used in any contract |
| Supplier Types | ✓ | ✓ | If not used in any contract |
| Business Units | ✓ | ✓ | If not used in any contract |
| Notes | ✓ | ✓ | ✓ |
| Files | ✓ | ✓ | ✓ |
Supplier Contract Approvers can also submit Supplier Contracts for approval, and approve or reject them. Additionally, they can submit Vouchers for approval, approve them, reject them, mark them as paid, and unapprove them.
Supplier Contract Reader
Supplier Contract Readers can only READ the following:
- Contract Events
- Contract Types
- Supplier Contracts
- Vouchers
- Cost Centers
- Business Units
- Suppliers
- Supplier Types
- Notes
- Files
Supplier Contract Readers CANNOT submit supplier contracts for approval, nor approve or reject them.
Customer Contract Administrator
A customer contract administrator CAN:
| ITEM | CREATE | UPDATE | DELETE |
| Contract Events | ✓ | ✓ | ✓ |
| Contract Types | ✓ | ✓ | If not used in any contract |
| Customer Contracts | ✓ | ✓ | DRAFT only |
| Bank Accounts | ✓ | ✓ | ✓ |
| Invoices | ✓ | Except PAID status | DRAFT only |
| Cost Centers | ✓ | ✓ | If not used in any contract |
| Customers | ✓ | ✓ | If not used in any contract |
| Customer Types | ✓ | ✓ | If not used in any contract |
| Business Units | ✓ | ✓ | If not used in any contract |
| Notes | ✓ | ✓ | ✓ |
| Files | ✓ | ✓ | ✓ |
| ALLOWED TO | NOT ALLOWED TO |
| Submit customer contracts for approval | Approve or reject customer contracts |
| Submit invoices for approval | Approve, reject, mark as paid, or unapprove invoices |
Customer Contract Approver
A customer contract approver CAN:
| ITEM | CREATE | UPDATE | DELETE |
| Contract Events | ✓ | ✓ | ✓ |
| Contract Types | ✓ | ✓ | If not used in any contract |
| Customer Contracts | ✓ | ✓ | DRAFT only |
| Bank Accounts | ✓ | ✓ | ✓ |
| Invoices | ✓ | Except PAID status | DRAFT only |
| Cost Centers | ✓ | ✓ | If not used in any contract |
| Customers | ✓ | ✓ | If not used in any contract |
| Customer Types | ✓ | ✓ | If not used in any contract |
| Business Units | ✓ | ✓ | If not used in any contract |
| Notes | ✓ | ✓ | ✓ |
| Files | ✓ | ✓ | ✓ |
Customer Contract Approvers can also submit Customer Contracts for approval, and approve or reject them. Additionally, they can submit Invoices for approval, approve them, reject them, mark them as paid, and unapprove them.
Customer Contract Reader
Customer Contract Readers can only READ the following:
- Contract Events
- Contract Types
- Customer Contracts
- Invoices
- Cost Centers
- Business Units
- Customers
- Customer Types
- Notes
- Files
Customer Contract Readers CANNOT submit customer contracts for approval, nor approve or reject customer contracts.
Employee Contract Administrator
An employee contract administrator CAN:
| ITEM | CREATE | UPDATE | DELETE |
| Contract Events | ✓ | ✓ | ✓ |
| Contract Types | ✓ | ✓ | If not used in any contract |
| Employee Contracts | ✓ | ✓ | DRAFT only |
| Bank Accounts | ✓ | ✓ | ✓ |
| Cost Centers | ✓ | ✓ | If not used in any contract |
| Employees | ✓ | ✓ | If not used in any contract |
| Employee Types | ✓ | ✓ | If not used in any contract |
| Business Units | ✓ | ✓ | If not used in any contract |
| Notes | ✓ | ✓ | ✓ |
| Files | ✓ | ✓ | ✓ |
| ALLOWED TO | NOT ALLOWED TO |
| Submit employee contracts for approval | Approve or reject employee contracts |
Employee Contract Approver
An employee contract approver CAN:
| ITEM | CREATE | UPDATE | DELETE |
| Contract Events | ✓ | ✓ | ✓ |
| Contract Types | ✓ | ✓ | If not used in any contract |
| Employee Contracts | ✓ | ✓ | DRAFT only |
| Bank Accounts | ✓ | ✓ | ✓ |
| Cost Centers | ✓ | ✓ | If not used in any contract |
| Employees | ✓ | ✓ | If not used in any contract |
| Employee Types | ✓ | ✓ | If not used in any contract |
| Business Units | ✓ | ✓ | If not used in any contract |
| Notes | ✓ | ✓ | ✓ |
| Files | ✓ | ✓ | ✓ |
Employee Contract Approvers can also submit employee contracts for approval, and approve or reject them
Employee Contract Reader
Employee Contract Readers can only READ the following:
- Contract Events
- Contract Types
- Employee Contracts
- Bank Accounts
- Cost Centers
- Business Units
- Employees
- Employee Types
- Notes
- Files
Employee Contract Reader CANNOT submit employee contracts for approval, nor approve or reject them.