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Articles on:User
Manage users, roles, permissions, and invitations.

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  • Users in DPO
    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 Settings → Users, and click the “+ INVITE NEW USERS” button. (https://storage.crisp.chat/uFew readers
  • User Roles in DPO
    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 settings area User → Cannot access administrative settingsFew readers
  • Bypass Approval Levels
    With the “Approval Bypass” function, a user can automatically skip lower approval levels. The approval workflow will then start directly at the approval level assigned to the user who created the document. Why use the bypass function? The bypass function: reduces unnecessary approvals speeds up approval workflows keeps approval chains transparent allows senior users to skip lower approval levels Important Notes The bypass setting is configured individually per userFew readers
  • User Absence in DPO
    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 your Settings User Go to the profile of the user who will be absent Under Substitution, assign the additional user who will take oveFew readers

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