Permission Sets

Modified on Sat, 13 Sep at 4:12 PM

There are several permissions sets with Dryad Receipting:


Receipt User

Allows users to perform most receipting functionalities. 

The exceptions are editing receipt templates and accessing receipt settings.


Receipt User View All

Allows users to view all receipts, regardless of whether they created them or not. 

This is an optional add-on permission to Receipt User.


Receipt User Lite

Allows users to have the basic functionality to create receipts through automation. 

It's intended to be used by read-only users or integration users.


Receipt Editor

Allows users to manage receipt templates.


Receipt Admin

Allows user to have full access to the application, including Receipt Settings.


FeatureReceipt UserReceipt EditorReceipt Admin
Create receipts (single and consolidated)Yes
Yes
Create receipts in batch (single and consolidated)Yes
Yes
Void receiptsYes
Yes
Email receiptsYes
Yes
Merge receiptsYes
Yes
View batch receipt logsYes
Yes
Manage email templatesYesYesYes
Manage receipt templates
YesYes
Manage receipt settings

Yes
Schedule daily receipt generation

Yes


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article