User profiles are a set of role configurations that give your employees different types of access to the Soldo offering (whether that be the card, web, or mobile app).
What are the profiles that can be assigned to employees?
There are four profiles that can be assigned to employees in the Soldo web app:
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Full access
This gives selected employees complete access to all Soldo features available on our mobile and web apps. -
Limited access
Provides limited access to our mobile/web apps for employees not assigned to a physical or virtual card. This is particularly helpful for employees that need to submit out-of-pocket expenses for reimbursements or need to request temporary virtual cards for ad-hoc spending. -
Driver
You can set up an employee with a Driver profile and assign a Fuel Card to them. This profile type gives visibility to travel-related features such as fuel transactions within our mobile and web apps. -
Inactive
This allows you to add employees within the Soldo platform without giving them access to cards or the mobile/web apps. This is particularly helpful from an administrative perspective, as it allows you to see all your employees in one place. You can change this and simply grant them a different level of access as and when they need it. Find out how to set a user as inactive here.
FAQ's
Can the new roles be used for Super Admin / Admin / Managers?
No, the new user profiles are for employee roles only. They should not be assigned to Super Admin / Admin / Manager roles.
Who can make changes to the user profile of each employee?
The Super Admin can assign or make changes to the role profile of the employee.
Can I change the profile configuration of a user after it has been created?
Yes, you can change the profile configuration of an employee at any time by going to your ‘User’ section in the web app.
Will I be charged for ‘inactive’ users?
No, ‘inactive users’ are not considered for billing. However, if a user is active for 2 days or more, you will be billed accordingly.
Who can I contact for more information and support about this new feature?
If you have any further questions, please feel free to contact us at businesssupport@soldo.com.