Permissions are designed to help companies manage what users can and cannot do with Soldo.
A permission is a set of rules for a 'Role' to have in relation to other users and company activity.
For example, a user who needs to manage their own cards will have the default 'Employee' role, meaning they will only be able to extract reports and see transactions made with their own cards. Users assigned the employee role will not be able to see transactions on company cards or other users' cards, use or set up integrations, manage money, or create users.
Users set as ‘Admins’ will be given the highest level of access, meaning they can see user transactions, create resources, and configure other settings.
‘Managers’, on the other hand, are users who will have a custom level of access in Soldo. When creating a role, Admins will only be able to create new manager-type users (ex. Manager for the marketing team, Manager for the product team, etc.) to suit their needs.
Click here to see how to create roles.
Can a user have multiple roles?
Yes, users can have more than one role in Soldo. Every user is automatically assigned the Employee role, which allows them to manage their own cards, view transactions, and access personal reports.
In addition to the Employee role, you can assign other roles to give users more responsibilities. For example, you might assign the Leader role to someone who needs to review expense requests from their team, or the Admin role to someone who helps manage users, wallets, and permissions.
Users with multiple roles can switch between them easily using the web app or mobile app. This helps tailor the experience to their responsibilities, whether they’re reviewing requests, exporting reports, or managing their own spending.
You can assign any of the default roles:
- Employee – For managing personal cards and transactions.
- Leader – For managing a team, including reviewing expenses and requests.
- Admin – For assisting with account administration.
- Accountant – For accessing reports, managing accounting information and integrations.
If you're on the Unlimited plan, you can also create custom roles with tailored permissions to match your organisation’s structure.
To assign roles, choose a user from the user’s section and select the Roles tab.