What each role can do will also be dependent on your Soldo pricing plan. Please click here to see what each role can do in each pricing plan.
Here's what each role can do in relation to each other:
|Web console - Dashboard||✓||✓||✓|
|Web console - Manage||✓||✓||✓||✓|
|Manage - Company: deposit money to Soldo||✓||✓|
|Manage - Company: Automatic Transfers||✓||✓|
|Manage - Company: transfer from one company wallet to another||✓||✓||✓|
|Manage - Company: Notifications||✓||✓|
|Manage - Users||✓||✓||✓|
|Manage - Expense Centres||✓||✓||✓|
|Manage - Currency exchange||✓||✓|
|Web console - Reports||✓||✓||✓||✓||✓|
|Reports - Statement: Monthly Statement||✓||✓||✓|
|Reports - Statement: custom Statements||✓||✓||✓||✓||✓|
|Reports - Balance||✓||✓||✓||✓|
|Reports - Transactions||✓||✓||✓|
|Reports - Vehicles||✓||✓||✓|
|Web console - Configure||✓||✓||✓||✓||✓|
|Configure - Company||✓||✓|
|Configure - create company wallets||✓||✓|
|Configure - Users||✓||✓||✓||✓|
|Configure - create users||✓|
|Configure - Expense Centres||✓||✓||✓||✓|
|Configure - create expense centres||✓|
|Configure - Permissions||✓|
|Configure - Lists||✓||✓||✓|
|Configure - Vehicles||✓||✓||✓|
|Web console - Integrations||✓||✓||✓|
|Xero Integration - set up the Bank Feed (left-hand-side)||✓||✓||✓|
|Xero Integration - export receipts, notes, and etc.*||✓||✓||✓|
Here is a list of all the default roles and an overview of what they can be used for:
SuperAdmins have access to all features in Soldo to manage a company's company wallets, users, expense centres, 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.
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.
Manager: A ‘Manager’ role is 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 see transactions for Expense Centres, create new users, see the Configure section, and create Reports for the company.
Accountant: Access exclusively to the reports section and manage tags The ‘Accountant’ role was designed so that a user may be able to install and use our integrations. Therefore, it will only be able to see the Integrations and Reports section, 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. Please click here if your accounting practice needs to act as outsourced CFO for your clients.
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.
Note: You can see the exact definition of what each and every role can do by logging into the web console at manage.soldo.com, clicking on Configure, followed by Permissions, and then Roles. When you click on a role it will open up a right-hand-side window that will show all the exact permissions for the given role.