Permissions were 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 a 'Group' of users.
For example, a user who needs to manage his own cards will have the default 'Employee' Role for the 'Self-user' Group, meaning he will only be able to extract reports and see transactions for his own cards. Therefore, he will not be able to see transactions on expense centre or other users' cards, use or set up integrations, manage money or add users/expense centres.
There is a set of default roles you can use to manage your users, but you can also create custom ones to suit your specific needs.
Click here for a list of all the default roles and what they can do.
Can a user have multiple roles? How can I make a user able to manage their own cards and manage their team?:
Users can have an indefinite amount of roles applied, so if they have their own cards they can have an ‘Employee’ Role for the ‘Self-user’ Group as well as be a ‘Manager’ for a defined Group. Soldo is designed to be as flexible as possible so that your clients can focus on making money instead of admin.