You can set up your team hierarchy based on the below roles on FYLE.
If all roles are left unchecked, users will be able to Fyle their own expenses and will see their own reports on Fyle, unless they are added as an approver for other users.
With this role, a user will be able to access the "Verify" tab under the "Reports" page. This is useful when someone in your team is responsible for only verifying reports without requiring entire Finance access. Other actions a Verifier can take on reports include Add Approver, Send Back, Edit, Flag, Share & Download Report.
This role lets the user perform actions that are related to processing the payment. A Payment Processor will get access to the reports on the following pages: Reports > Verify, Reports > History, and the entire Payments page. Payment Processors can move reports to Payment Queue, Remove from Queue, Process the Payment, Mark Reports as Paid.
Users in this role will be able to add expense reports to payment queue and process payments in addition to verifying reports. As Finance on Fyle, the user will see all reports of all employees irrespective of the state. However, Finance users will not be able to invite users or change org settings such as categories, expense policies, cost centers, etc.
This role has total control over the policy settings. Users in this role can change expense categories, set up policies, etc., as well as invite/ add users to the account. As an Admin, the user will also see all reports of all employees whether they are fyled, reported, approved, processing, or paid, and have Approver and Finance functionalities.
All org settings can be edited by admins
Only Admins can create new expense policies
Only admins can invite new users
Travel Agents will only be able to see the details of the trip request. They will only be able to view and perform actions that are related to trips. Visibility of other tabs are restricted compared to that of a user with Travel Admin's role.
This role lets the user perform actions that are related to managing travels, such as approving and processing travel and hotel bookings, assigning booked requests to users.
This role lets the user view, filter, and export details that are in Expenses, Reports, and Payments tab under the "Organization" view.
Approves an expense report. Each employee can have up to 3 Approvers. Members in this role will see the reports to be approved under the Team option in the left panel.