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?
Users will typically only have one role. Each role is tightly linked to a certain level of access a user has, as well as the types of activity they can perform. However, as ‘Manager’ roles are highly customisable, they give greater flexibility to users who might require a more selective configuration.
If you have any questions, or simply require some extra help, please contact us.