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Role Overview - Payroll Documents


This role can be given to grant the user specific access to Payroll and Finance type documentation listed against the records and is usually limited to a very small number of users. 

It is important to note that a user can have multiple roles at once. Thus it will often be the case that to give a user the correct access controls they will need to be given a selection of roles. 

The below table indicates the documents, record types and tab a user with this role can access.

Document types approve create delete update upload view
Super Form            
Taxation Documentation            
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