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Default User Levels

Configure default user levels that are automatically created for new companies.

⚠️ Developer Access Only

This page is only accessible to users with developer privileges.

Overview

Default user levels are templates copied when new companies are created. Define standard organizational hierarchy levels.

Page Layout

  • Add Default Level button - Create new default
  • Default Levels Table - All default levels
  • Reorder - Arrange hierarchy

Default Level Information

FieldDescription
Level NameName of level
Level NumberHierarchy position
DescriptionLevel purpose
Default Approval LimitDefault spending limit
Is RequiredMust be in every company

Standard Hierarchy

LevelNumberDescription
Staff1Entry level
Senior Staff2Experienced staff
Supervisor3Team lead
Manager4Department head
Senior Manager5Senior management
Director6Executive
Administrator7System admin

Common Tasks

Adding a Default Level

  1. Click + Add Default Level
  2. Enter level details:
    • Name - Level name
    • Number - Hierarchy position
    • Description - Purpose
    • Approval Limit - Default limit
  3. Click Save

Editing Default Level

  1. Find level in list
  2. Click Edit
  3. Modify settings
  4. Save changes

Reordering Levels

  1. Drag levels up or down
  2. Order saves automatically

Approval Limits

Default spending limits by level:

LevelSuggested Limit
Staff₱5,000
Supervisor₱25,000
Manager₱100,000
Director₱500,000
AdminUnlimited

Tips

  • Logical Hierarchy - Create clear structure
  • Appropriate Limits - Set reasonable defaults
  • Document - Explain each level
  • Test - Verify in test company
  • Company Specific - Companies can customize

💡 Note: Default levels are templates. Companies can modify their own levels after creation.

Released under the MIT License.