User roles

There are three different roles that a user can have at Cledara. Each role has its own set of capabilities:

UserCompliance Finance Admin

This role is best for almost all employees. A regular user is a team member that can:

  • see all the subscriptions in a company
  • request new subscriptions
  • access the details of subscriptions they are owners of, including the virtual card used for that subscription
  • not see the dashboard, the transactions screen, or settings.

A user can be set as a team member or team manager. This will help if you set approval flows as team managers are able to approve new applications requests and changes requested by members of the team they manage.

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