Work in restricted approver mode
Restricted approver mode applies only when your company enables it. Without that setting, approval-scoped users see the standard app within their normal permissions.
Restricted approver mode gives approval-scoped users a smaller workspace centered on their assigned approval work.
Who sees this view
Clerked checks the effective permissions in the current company. The mode applies when the user can view approvals but does not have operator permissions such as managing approvals, creating or uploading invoices, or managing people and groups.
This normally includes the built-in Approver role, but the rule is based on permissions rather than the role name. A custom role with the same approval-scoped shape can receive the same view.
What you see
The invoice list opens to work that needs your approval. The focused navigation keeps:
- Tasks.
- The company's invoice section.
- Agents.
- Clerked Agent when both the company capability and the permission shown as Use Mod Agent allow it.
Emails, Insights, ERP Data, global search, and unrelated settings stay hidden.
What you can do
- Open invoices assigned to your approval step.
- Review the original document, extracted values, coding, notices, and approval history available on that invoice.
- Approve or reject with a reason.
- Manage your own approval delegation when that page is available.
The built-in Approver role can edit and validate an assigned invoice, but cannot upload, delete, or reroute invoices. If a problem falls outside those actions, reject the invoice with a clear reason so the AP team can correct it.
Switch companies
Use the company switcher when you belong to another company. Clerked recalculates restricted mode from that company's permissions and setting, so the standard app may appear in one company and the focused view in another.
If the view looks wrong
Ask an administrator to check the complete company assignment, including the company role, invoice access, and inbox access. Restricted mode is a presentation rule. The API still enforces the same permissions and assigned-invoice scope.