User Permissions

User Permissions allow administrators to manage and assign specific permissions to user roles within the application. Administrators can ensure, users can only access data and features necessary for their responsibilities, By customising, the parameters and permissions for each role, users can maintain the security, control and compliance of the application, whilst minimising errors and safeguarding access to sensitive information.
Need help setting up your user, follow our  user setup guide⁠ .
PurePro application, supports following user roles: -
The predefined available roles are:
  • Account Admin: - Account administrators have full control of the account.
  • Billing Manager: - Billing Mangers control billing related activities in the account with elevated permissions.
  • Billing Clerk: - Billing Mangers control billing related activities with limited permissions..
  • Credit Control: - Credit Controllers can access invoices and billing ledgers for credit related purposes.
  • Consultant: - Consultants work in sync with account admins to streamline the workflow process.
  • Payroll Manager:- Payroll Managers control payroll related activities with elevated permissions.
  • Payroll Clerk: - Payroll clerks control payroll related activities with limited permissions.
  • Pay and Bill Manager: - Pay & Bill Managers control both payroll and billing related activities with elevated permissions.
  • Pay and Bill Clerk: - pay & Bill clerk control payroll and billing related activities with limited permissions.

Updating Permissions

PurePro application lays down default permissions for different user roles in the application, however, users can update these permissions within the application scope as per their requirements.
To update a permission, follow these steps: -
    Navigate to Account → Permissions
    Select the required account from the list
    Select the required user role from the list
    Select the permission scope
    Update the permissions as required
    Click Update
User roles have permissions lie within the scope of following: -
  • Customers – Access to customer data and records.
  • Workforce – Access to worker's data and records.
  • Suppliers – Access to supplier's data and records.
  • Payroll – Access to absences, HMRC data, payslips, payments & deductions and payroll related tasks in control centre.
  • Billing – Access to Invoices, dales ledger, billing related reports and billing related tasks in control centre.
  • Reporting – Access to various reports in the application.
  • Account Administration – Administrator level permissions controlling:
  • User management – Adding, updating and deleting users,
  • Account creation – Adding, updating and deleting accounts.
  • RTI – To download forms via HMRC Inbox.
  • BACS – Processing BACS in the application.
  • API Token – Managing API Tokens and access.
  • Business Structure – Managing Business Units
  • Process Calendars – Managing and updating calendars.
  • Period Close – Closing a payroll period by finalising payments.
  • Data Import – Importing data in the application.
  • Modulr Payments – Processing Modulr payments.
  • Pensions Extract – viewing Pension Extract in the application.
  • TPPOutput – Viewing Third Party Payment (TPP) Output in the application.
All the above permissions have the following criteria:
  • MENU – Access to Menu.
  • READ - Access to data only, without editing/updating capabilities..
  • CREATE - Creating new records in the application.
  • UPDATE – Updating existing records.
  • DELETE - Deleting existing records not in use.
  • DOWNLOAD – Downloading application generated documents (where applicable).
  • SEND – Send application generated documents via email (where applicable).

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