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Assign roles to users (Finance, Director, Treasurer, Analyst, Administrator, Branch manager)

  • Updated

In Rydoo, a user can have different roles. This article explains the roles and how to assign roles to a user.

Different roles

Finance

Can manage and report expenses

  • Only role that can create an accounting report
  • Access to Dashboard, Expenses, Transactions, Trips and Reports modules
  • Access can be limited to specific branch(es)
Director

Can view expenses of the assigned users and create exports

  • Access to Dashboard, Expenses (read-only), Trips and Reports
  • Access can be limited to specific branch(es)
Treasurer Can manage cash advances and card requests
Analyst

Can view the Insights module

  • It can take 2 days before the user has access to the module
Administrator

Can manage all the configurations for the whole account

  • Access to all Admin settings
  • By default, the user who creates the company account will have this role
  • It is possible to have multiple administrators
Branch manager Can manage users, groups and payment methods for specific branch(es)

Assign roles

1. Go to Admin settings.

2. Go to Users section.

3. Select the user you want to assign roles.

4. Navigate to the Roles tab.

5. Toggle to enable the different roles.

Screenshot_2023-03-28_at_12.21.42.png

 

💡 User roles can also be managed via the API, which is useful for customers who want to automate user provisioning. API endpoints allow you to retrieve and update roles (e.g. Finance, Admin). See the Rydoo developer center for more details.