• Users

  The User section is one of the most important areas in the system. Here, you can manage visibility permissions, add new users, and configure other settings related to user access and roles. This section is essential for controlling who can view, edit, or approve purchase orders, invoices, and Expenses within your Organization. Invite a New User Step 1: Invite a user Go to Administration → Users, and click the “+ INVITE NEW USERS” button. (https://storage.crispSome readers

• User Roles

  In the “User Roles” menu, you define the permissions that specific groups of users have within DPO. This is especially useful for organizing the Admin section, adjusting user permissions, and creating a more efficient workflow across your team. Before You Begin DPO provides two default roles that define the basic user permissions: Administrator → Has access to the entire administration area User → Cannot access administrative settingsFew readers

• Bypass Approval Levels (Bypass Function)

  The bypass function allows authorized users to make changes to P.O.s, invoices, or documents without restarting the approval process from Level 1. Previously completed approvals are skipped, while all changes remain fully traceable. This feature is activated in the user profile and should only be assigned to authorized roles. Why use the bypass function? Time savings: Avoids a full re-approval process after changes. Control & security: Only designated users (e.g., project mSome readers

• User Absence

  User substitution allows you to assign another user to handle tasks and approvals during someone’s absence, ensuring workflows continue without interruption. The substitute can be set for a specific time period and for selected P.O. books, and this information will be visible in the calendar. Setting Up a User Substitution for Absence Go to the Admin section User Go to the profile of the user who will be absent Under Substitution, assign the additional user who will takeFew readers