Add team members
You can add colleagues to your Candis company by e-mail invitation in the settings. You can choose between the following roles (user rights):
Approver
is the standard role for employees. Approver can:
only view, approve or reject invoices assigned to them
contact other team members via the comment function
set their own absence (Plus plan required)
view their own saved documents
link their own credit card transactions (Credit Card add-on required)
The role can be combined with accountant or requester role.
Requester
are the first users to come into contact with invoices in Candis:
Upload and delete documents manually
View all documents (except contracts with restricted access)
Request approval for invoices
Ask questions about invoices using the comment function
Edit business partner data
Link and unlink documents
View all credit card transactions (Credit Card add-on required)
Accountants
are requesters with extended rights. At least Basis plan required. In addition, they can:
Carry out all exports
Manage all accounting-related settings (cost centers, G/L accounts, terms of payment, ...)
Manage workflows
View all documents and contracts (except restricted access)
Manage tags and contract types
Configure absences for other members
Configure connections to downstream systems, such as DATEV Unternehmen online or similar
Administrators
have all the properties of the other roles except for Credit Card Manager:in. In addition, they can:
Manage all settings
Manage team members
Configure single sign-on
Owner
todo
Credit Card Managers
Only administrators can additionally obtain this role. Credit Card add-on required. Credit Card Managers can:
Issue cards
Approve or reject card applications
Change card limits
Important: The invited members must first accept the invitation and register. The members can then be integrated into an approval process or stored in a workflow, for example.
Should it happen that the invited member has accidentally deleted the invitation email, an administrator can resend the invitation at any time in the settings.
Remove team members
Only administrators can remove members. To do this, open the member in the settings and click on “Deactivate access” at the bottom right.
If the person is still involved in approvals, workflows or cost centers, they must first be removed there.
Reactivate team members
If a deactivated or inactive member is to be reactivated after some time, it can easily be restored to its original state before deactivation by clicking on Restore.
