Role Overview - Payroll Documents

The "Payroll Management" role will provide the User with the ability to access payroll and financial types of documentation listed against the records.  This role is therefore usually limited to a very small number of Users. 

This role can be assigned to new Users by anyone with the account admin role.

It is important to note that a User can have multiple roles at once. Thus it will often be the case that to provide a new User with the desired level of access controls they will need to be assigned a selection of roles.

The below table indicates the document types, record types and tabs a User can access when assigned with this role.

Please see the "How can I restrict a User's access via roles?" article fo more detailed information.