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

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)

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.

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