Per-User Visibility Controls for Expense Documents
It should be possible to specify which other users' documents a given user can view/manage (as opposed to the current "all or nothing" setup).
Let me give you a concrete example. Let’s say I have the following users in my Dext account:
- Payables – Department A
- Payables – Department B
- Payables – Administration
- User 1 – Director of Department A
- User 2 – Director of Department B
- User 3 – Accounting Technician
- User 4 – Administrative Assistant
I’d like the permissions to be as follows:
- User 1: can submit/view their own expenses plus those under "Payables – Department A"
- User 2: can submit/view their own expenses plus those under "Payables – Department B"
- User 3: can submit/view all expenses from all users
- User 4: can submit/view the expenses of Users 1 and 2 in order to compile their expense reports
The issue with the current "all or nothing" setup is that I want to hold accountable employees who receive supplier invoices or make purchases using corporate credit cards, but I don’t necessarily want them to see all of the company’s expenses. In this context, I’m therefore forced to give them a “Standard” access level, which only allows them to submit for themselves via the mobile app and website. I understand that email submission isn’t restricted by access level (they can send to any Dext email address), but for those with a company credit card, being able to use the mobile app is really convenient.
Having more granular control over who can see which documents would help address this issue.
