Decide which role sees which menu item. The Administrator sets this for the workflow roles and the four executive roles; the Administrator role itself is fixed and never sees invoice or operational data.
How it works. A ticked box means the role sees that menu item and can open its page. Highlighted cells differ from the defaults. Changes apply the next time that user opens a page. Opening a workflow page to an executive role gives view access only; actions stay with the workflow roles. Executive roles are dummy roles for the demo and take no part in the invoice flow.