SuperAdmin:
SuperAdmins have access to all features in Soldo to manage a company's company wallets, users and cards. They are usually the most trusted and high-level individuals in a company, especially as they can determine who else can be made SuperAdmin (if needed). As such, an existing SuperAdmin has to request another user to become a SuperAdmin and they will go through a KYC (Know Your Customer) process, in order to protect from fraud.
Features | Start | Pro | Premium | Custom |
Deposit money to Soldo | ✓ | ✓ | ✓ | ✓ |
Currency exchange | ✓ | ✓ | ||
Create users | ✓ | ✓ | ✓ | ✓ |
Order cards | ✓ | ✓ | ✓ | ✓ |
Automatic Transfers | ✓ | ✓ | ✓ | |
Change wallet of a card | ✓ | ✓ | ✓ | |
Web console - Dashboard | ✓ | ✓ | ✓ | |
Web console - Wallets | ✓ | ✓ | ✓ | ✓ |
Web console - Users | ✓ | ✓ | ✓ | ✓ |
Web console - Cards | ✓ | ✓ | ✓ | ✓ |
Web console - Groups | ✓ | ✓ | ||
Web console - Reports | ✓ | ✓ | ✓ | ✓ |
Web console - Configure | ✓ | ✓ | ✓ | ✓ |
Web console - Integrations | ✓ | ✓ | ✓ | ✓ |
Wallets - Main wallets | ✓ | ✓ | ✓ | ✓ |
Wallets - Company wallets | ✓ | ✓ | ||
Reports - Transactions by wallet | ✓ | ✓ | ✓ | |
Reports - Transactions by card | ✓ | ✓ | ✓ | |
Reports - Fuel transactions | ✓ | ✓ | ||
Report - Custom statements | ✓ | ✓ | ||
Report - Monthly statements | ✓ | ✓ | ✓ | ✓ |
Report - Balance statements | ✓ | ✓ | ✓ | ✓ |
Report - Audit logs | ✓ | ✓ | ||
Configure - Permissions: default roles and groups | ✓ | ✓ | ||
Configure - Permissions: custom roles and groups | ✓ | |||
Configure - Lists | ✓ | ✓ | ✓ | |
Configure - Vehicles | ✓ | ✓ | ||
Create vehicles | ✓ | ✓ | ||
Xero Integration - set up the Bank Feed (left-hand-side) | ✓ | ✓ | ✓ | |
Xero Integration - export receipts, notes, and etc.* | ✓ | ✓ | ✓ |
*see here on how to use the full Xero integration
Admin:
Admins have similar access to SuperAdmins but cannot set permissions for users. As such, they cannot determine who else can be SuperAdmin or Admin. They are usually trusted individuals that will manage the day-to-day running of the money flow in Soldo.
Features | Start | Pro | Premium | Custom |
Deposit money to Soldo | ✓ | ✓ | ✓ | ✓ |
Currency exchange | ✓ | ✓ | ||
Create users | ✓ | ✓ | ✓ | ✓ |
Order cards | ✓ | ✓ | ✓ | ✓ |
Automatic Transfers | ✓ | ✓ | ✓ | |
Change wallet of a card | ✓ | ✓ | ✓ | |
Web console - Dashboard | ✓ | ✓ | ✓ | |
Web console - Wallets | ✓ | ✓ | ✓ | ✓ |
Web console - Users | ✓ | ✓ | ✓ | ✓ |
Web console - Cards | ✓ | ✓ | ✓ | ✓ |
Web console - Groups | ✓ | ✓ | ||
Web console - Reports | ✓ | ✓ | ✓ | ✓ |
Web console - Configure | ✓ | ✓ | ✓ | ✓ |
Web console - Integrations | ✓ | ✓ | ✓ | ✓ |
Wallets - Main wallets | ✓ | ✓ | ✓ | ✓ |
Wallets - Company wallets | ✓ | ✓ | ||
Reports - Transactions by wallet | ✓ | ✓ | ✓ | |
Reports - Transactions by card | ✓ | ✓ | ✓ | |
Reports - Fuel transactions | ✓ | ✓ | ||
Report - Custom statements | ✓ | ✓ | ||
Report - Monthly statements | ✓ | ✓ | ✓ | ✓ |
Report - Balance statements | ✓ | ✓ | ✓ | ✓ |
Report - Audit logs | ✓ | ✓ | ||
Configure - Permissions: default roles and groups | ||||
Configure - Permissions: custom roles and groups | ||||
Configure - Lists | ✓ | ✓ | ✓ | |
Configure - Vehicles | ✓ | ✓ | ||
Create vehicles | ✓ | ✓ | ||
Xero Integration - set up the Bank Feed (left-hand-side) | ✓ | ✓ | ✓ | |
Xero Integration - export receipts, notes, and etc.* | ✓ | ✓ | ✓ |
Manager:
Manager: A ‘Manager’ role was primarily designed so that a user may see the transactions for the ‘Employees’ within a defined Group and ensure they are spending in accordance with a company’s expense policy. By default, they are not able to create new users, see the Configure section, or create Reports for the company.
Features | Start | Pro | Premium | Custom |
Deposit money to Soldo | ||||
Currency exchange | ||||
Create users | ||||
Order cards | ||||
Automatic Transfers | ✓ | ✓ | ✓ | |
Web console - Dashboard | ✓ | ✓ | ✓ | |
Web console - Manage | ✓ | ✓ | ✓ | |
Web console - Reports | ✓ | ✓ | ✓ | |
Web console - Configure | ✓ | ✓ | ✓ | |
Web console - Integrations | ✓ | ✓ | ✓ | |
Manage - Company | ||||
Manage - Users | ✓ | ✓ | ✓ | |
Manage - Expense Centres | ✓ | ✓ | ||
Reports - Statements: Monthly | ✓ | ✓ | ✓ | |
Reports - Statements: custom | ✓ | ✓ | ✓ | |
Reports - Balance | ✓ | ✓ | ✓ | |
Reports - Transactions | ✓ | ✓ | ✓ | |
Reports - Vehicles | ✓ | ✓ | ✓ | |
Configure - Users | ✓ | ✓ | ✓ | |
Configure - Expense Centres | ✓ | ✓ | ||
Create expense centres | ||||
Configure - Permissions: default roles and groups | ||||
Configure - Permissions: custom roles and groups | ||||
Configure - Lists | ||||
Configure - Vehicles | ✓ | ✓ | ||
Create vehicles | ||||
Xero Integration - set up the Bank Feed (left-hand-side) | ||||
Xero Integration - export receipts, notes, and etc.* |
Accountant:
Accountant: The ‘Accountant’ role was designed for users installing and using our accounting system Integrations. Therefore, they will only be able to see the Integrations and Reports section, manage Tags, configure Lists, and add details to transactions (such as receipts and Xero Categories). By default, they are not able to create users, order cards, or manage money.
Features | Start | Pro | Premium | Custom |
Deposit money to Soldo | ||||
Currency exchange | ||||
Create users | ||||
Order cards | ||||
Automatic Transfers | ||||
Change wallet of a card | ||||
Web console - Dashboard | ||||
Web console - Wallets | ||||
Web console - Users | ||||
Web console - Cards | ||||
Web console - Groups | ✓ | ✓ | ||
Web console - Reports | ✓ | ✓ | ✓ | ✓ |
Web console - Configure | ✓ | ✓ | ✓ | ✓ |
Web console - Integrations | ✓ | ✓ | ✓ | ✓ |
Wallets - Main wallets | ||||
Wallets - Company wallets | ||||
Reports - Transactions by wallet | ✓ | ✓ | ✓ | |
Reports - Transactions by card | ✓ | ✓ | ✓ | |
Reports - Fuel transactions | ✓ | ✓ | ||
Report - Custom statements | ✓ | ✓ | ||
Report - Monthly statements | ✓ | ✓ | ✓ | ✓ |
Report - Balance statements | ✓ | ✓ | ✓ | ✓ |
Report - Audit logs | ||||
Configure - Permissions: default roles and groups | ||||
Configure - Permissions: custom roles and groups | ||||
Configure - Lists | ✓ | ✓ | ✓ | |
Configure - Vehicles | ||||
Create vehicles | ||||
Xero Integration - set up the Bank Feed (left-hand-side) | ✓ | ✓ | ✓ | |
Xero Integration - export receipts, notes, and etc.* | ✓ | ✓ | ✓ |
Employee:
Employee: The ‘Employee’ role was designed for users to manage their own cards and account. Therefore, they will be able to see a restricted view of the web console to be able to add details to transactions and export reports on their own transactions only. By default, they are not able to create users, order cards, or manage money.
Features | Start | Pro | Premium | Custom |
Deposit money to Soldo | ||||
Currency exchange | ||||
Create users | ||||
Order cards | ||||
Automatic Transfers | ||||
Change wallet of a card | ||||
Web console - Dashboard | ||||
Web console - Wallets | ||||
Web console - Users | ✓ | ✓ | ✓ | ✓ |
Web console - Cards | ✓ | ✓ | ✓ | ✓ |
Web console - Groups | ||||
Web console - Reports | ✓ | ✓ | ✓ | ✓ |
Web console - Configure | ||||
Web console - Integrations | ||||
Wallets - Main wallets | ||||
Wallets - Company wallets | ||||
Reports - Transactions by wallet | ||||
Reports - Transactions by card | ||||
Reports - Fuel transactions | ||||
Report - Custom statements | ✓ | ✓ | ||
Report - Monthly statements | ||||
Report - Balance statements | ||||
Report - Audit logs | ||||
Configure - Permissions: default roles and groups | ||||
Configure - Permissions: custom roles and groups | ||||
Configure - Lists | ||||
Configure - Vehicles | ||||
Create vehicles | ||||
Xero Integration - set up the Bank Feed (left-hand-side) | ||||
Xero Integration - export receipts, notes, and etc.* |