Role permissions matrix for White Label customers

Find out how the roles assigned to each customer changes their access and views within the app.

Apr 06, 2025

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Customers using a White Label Operator Cut+Dry app can be set up with one of four roles of access.

Tip: Please note that customer role permissions on the Universal app are different; for more information, refer to Role permissions matrix for Universal customers.

Role permissions matrix

Tip: "Section" refers to the menu tab where these options are located.

Action	Roles
Action	Admin/Owner	Manager	Employee	Bookkeeper
Approvals Section
View rejected orders	X	X
Chat Section
View messages	X	X	X	X
Send messages	X	X	X	X
Pay Section
View invoices	X	X
Filter invoices	X	X
Pay invoice (single)	X	X
Pay invoice (batch)	X	X
Download invoices	X	X
Manage Auto Pay	X	X
Download payment receipts	X	X
Download print receipts	X	X
Reports Section
Generate "Monthly expenses by vendor" report	X	X	X
Generate "Monthly expenses by location" report	X	X	X
Generate "Expenses by product" report	X	X	X
Generate "Expenses by employee" report	X	X	X
Generate "Invoice download zip file" report
Generate "Location quantity summary" report
Generate "Invoice details" report
Generate "Daily expenses" report
Generate "Invoice details" (Quickbooks) report
Generate "Vendor price" report
Users Section
Manage Admin users	X	X
Manage Manager users	X	X
Manage Employee users	X	X	X
Manage Bookkeeper users	X	X	X
Support Section
View the Cut+Dry Help Center	X	X	X	X
Settings Section
Profile setting: Manage basic details	X	X	X	X
Profile setting: Manage notification preferences	X	X	X	X
Profile setting: Delete account	X	X	X	X
Company setting: Manage basic company details	X	X	X
Locations setting: Manage locations
Accounting setting: Manage accounting categories	X	X	X
Export setting: Export all orders
Export setting: Export orders with prices
Export setting: Export product

client customizations authorization grid