Roles

Wondering what are the different types of accesses you could assign to a user within Rydoo? Then, you are on the right page. Below you will find all roles and their permissions.

Roles	Permission
Personal	Active users have this role automatically. They can add/edit/submit their expenses. Can access: Dashboard Expenses Transactions Trips Personal Reports
Administrator	By default, the user who creates the company account will have this role. Can access and modify sections on Admin page. User Management Users Groups Branches Roles Payment methods Fields Categories Custom fields Policies Expense rules Reject reasons Rates Mileage Per diems Account Settings Subscription Integrations Advanced Settings NOTE: Multiple Administrators are possible.
Branch Manager	The user assigned to this role can add or modify groups and users. They can also assign roles to other users and access the following: Users Groups NOTE: Can limit the access per Branch
Approver	The user who approves expenses and can access: Approver expense page Approver reports NOTE: Can limit the approval access per User, Group, or Project.
Controller	The user who controls expenses. They work as the second-level approval or validation and can access the following: Controller expense page Controller reports NOTE: Can limit the controller access per User, Group, or Project.
Director	Can view expenses of the assigned users and create standard reports. Can access the following: Dashboard Expenses (Read-Only) Trips Reports NOTE: Can limit the access per User, Group, or Project.
Finance	The only role who can create Accounting Report. When acting as Finance, it can access the following: Dashboard Expenses Transactions Trips Reports NOTE: Can limit the access to a specific Branch.
Treasurer	The user assigned to this role can create/modify/delete cash advances.

Since you are now familiar with types or roles, you may now assign some to users. Full details can be found here.

Assigning Role/s

Roles

Permission