CSM Office Hours: Roles & Permissions

Best for: Admins and Finance

Master setting roles and permissions in TravelBank. Learn about the permissions associated with each role and their benefits to optimize your team's efficiency and reduce risk.

In this session, you will learn about:

• The benefits of and permissions available for each role
• Defining which employees are the best fits for Admin, Finance, and Manager roles
• Assigning Delegates and the value of their unique role
• Changing the status of employees