How do I add a new custom role?

Permissions in Soldo help companies control what users can and can't do. Permissions are a set of rules assigned to a role (e.g. Admin, Manager, Accountant, Employee) and applied to a set of resources (e.g. wallets, cards, users).

To learn more about permissions, click here.

Default roles & their permissions

• Admin – For selected users to manage the company's money and day-to-day running of Soldo.
• Manager/Leader – Access to and management of a set of resources (users, cards, wallets).
• Accountant – View and generate reports, and manage accounting integrations.
• Employee – Manage their own cards and assigned resources.

Add a new custom role

1. Log in to the Web app at  manage.soldo.com as a Super admin.
2. From the left-side menu, select Configure, then Permissions.  
3. Select Add role .
4. Select the role type:
   Note: If you want the role to have access to all cards, choose the Admin role type. For a subset of cards only, choose Manager.
   • Admin
   • Manager
   • Employee
     
     
5. Enter a name and description for the custom role.
6. Customise the permissions to meet your requirements.
7. Select Save. 

Tip: When you add a new role, you can also choose to clone an existing role. This is useful if you only need to modify a few permissions from a role you already have. To do this, simply select the role you want to clone from the dropdown menu on the Add role screen.

Assign a custom role to a user 

1. From the left-side menu, select Users.
2. Select the user you want to assign the permission to.  
3. Select the Roles tab.
   
   If assigning an Admin role, follow this step:
   
4. Enable the Admin toggle and select the role you’ve created from the dropdown.
5. Select Save.
   
   If assigning a Manager role, follow these steps:
   
6. From the Manager section, select Assign role and choose the role you’ve created from the dropdown
7. Select the Group or Resource set that the Manager should have access to.
8. Select Save.

Note: By default, when a user logs into the Web app, they will view their account as an ‘employee’ who has access to only their own card. Click here to learn how to switch roles.