How to assign manager permissions in a Group

Manager permissions help you give selected users visibility over a Group’s spending without giving them access to your whole Soldo account. A manager can see the transactions, wallets, cards and users within the Groups they manage. They can also switch to their manager role whenever they need to review spending. 

You can assign more than one manager to a Group. This is useful when several leaders need oversight of the same department, project or business area.

What manager permissions mean

A manager permission is a type of role that gives a user visibility and control over the resources within a Group. Managers can:

• View spending for cards and wallets in the Group.
• See the users who belong to the Group.
• Review and understand spending patterns across the Group.

The default manager role is called Leader, but you can also assign custom manager types if your organisation uses custom roles. 

Assign a manager permission

You can assign manager permissions from the Group’s Users tab.

To assign a manager permission:

1. Open Groups from the navigation menu.
2. Select the Group you want to manage.
3. Go to the Users tab.
4. Select More options next to the user’s name.
5. Choose Assign Manager permission.
   
6. Select the manager type you want to assign:
   • Leader – the default Soldo manager role.
   • Custom manager roles – available if your company has created a custom role with the Manager type.

7. Select Save.

The user can now switch to their manager role when they log in, giving them a dedicated view of the Group’s resources and transactions.

Edit or remove a manager permission

You can change or remove a manager permission at any time.

Edit a manager role

1. Go to the Group’s Users tab.
2. Select More options next to the manager’s name.
3. Choose Edit manager permission.
   
4. Select the new manager type.
5. Select Save.

Remove a manager role

1. Open the Users tab in the Group.
2. Select More options next to the user.
3. Choose Remove Manager permission.
   

How managers view Group activity

Managers can switch roles at any time. This gives them a clear view of the Groups they’re responsible for and helps them stay informed. They won’t see anything outside those Groups. This keeps information structured and protects sensitive data.