Set up the team
Create user accounts and roles for the people working in Spread.
← Capabilities
Customers, reports and access
Control access and approvals
Set up users and roles, review document approvals and keep an activity trail for the people responsible for operations.
How it works
Make responsibilities visible across the team.
A practical path through the work, from first record to the next decision.
Review key actions
Use available approval options on documents such as invoices and cheques.
Keep oversight
Review activity and ledger audit screens when you need to trace changes.
What you can keep in view
Control journey
Set up users and roles, review document approvals and keep an activity trail for the people responsible for operations.
- Users and roles
- Document approval options
- Activity log
- Ledger audit
Illustrative workflowSpread ERP
01User
02Role
03Approve
04Review
LET’S TALK ABOUT YOUR WORKFLOW
See how this could fit your business.
Tell the Spread team what you manage today and where you need a clearer view.