How do I switch roles in the web and mobile app?

In Soldo, every user has a default employee role, but you may need to switch between multiple roles depending on your responsibilities. For example, you might be both an employee and a Super admin managing your company's Soldo account. Or, as a manager, you could be responsible for reviewing team requests and expenses. This guide will show you how to seamlessly switch between roles, so you can stay efficient and complete your tasks with ease.

Switching roles in the web app

1. Log in.
2. Select your avatar from the right-side user menu.
   
3. Select the Role dropdown.
   
4. Choose the role that you want to switch to from the list.
   

Note: Your last known role will be remembered the next time that you log in. You can follow the same instructions to switch to another role.

Switching roles in the mobile app

1. Log in.
2. Tap Account from the bottom navigation menu.
   
3. Tap Switch role.
   
4. Choose the role that you want to switch to from the list.
   

Note: Your last known role will be remembered the next time that you log in. You can follow the same instructions to switch to another role.