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 its 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 in 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

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.

Did this answer your question?