You can add colleagues to your Candis account via e-mail invitation and assign them the appropriate user rights.
Requester
Are the first users who come into contact with invoices in Candis. Their task is to allocate the documents to the different approvers. A requester can view all invoices in the system.
Over the comment function, he can ask further inquiries to specific invoices.
Approver
Can only view, approve or reject documents that have been assigned to them. You can also contact other team members via the comment function.
Administrators
have the administrative access of the account and can therefore add users, create/import cost centers/accounts payables/booking accounts/booking keys, create workflows, and connect DATEV Unternehmen online. As well, they can start the export.
Important: The invited users must first accept your invitation and register their account before they can be integrated into an approval process or workflow.
Should it happen that the invited member has accidentally deleted the Candis invitation mail, an administrator can resend the invitation at any time:
Deactivate access for Users:
Admins can deactivate the access for specific users. Just go to the user in the settings and click on "deactivate access". Additionally, we reveal different tasks to you, maybe when the users are still involved in different approvals, cost centers, or workflows.
Reactivate Users
By clicking on Restore you can simply go back to the status quo before the user got deactivated.
