User roles determine how much a person can see and perform actions in your workspace.
Each user role can have additional responsibilities and permissions based on their relationship with an application or a team. For example, regardless of their user role, an Application Owner will have control over the application they own, and a Team Manager will have control over the team they manage.
In this article, we focus on the fundamental capabilities of each user role.
This role is best for most employees in your team. A User can:
- see all the applications in a company
- request new applications
- request access to the existing applications
- not see the dashboard, the transactions screen, Cledara subscription details or workspace settings.
When a user is an Application Owner, they will have access to the budget and card details for the applications they are the owner of.
When a user is a Team Manager, they will have access to the budget and card details for the applications under their team. They will also have the ability to resolve approval requests.
A Compliance user has the same rights as a regular user.
Additionally, they can:
- view and edit compliance questions in the Compliance tab
- fill in the compliance questionnaire for all applications
- access collected Engage data
A Finance user has access to all the tabs in the workspace like an Admin user, but they do not have editing rights for your workspace nor permission to approve requests. They also do not have access to card details unless they are also an Application Owner or Team Manager.
- view financial information and analytics, including the Dashboard, account information for topups, and Reports
- view additional feature tabs such as Compliance, Onboarding, and Engage
- access the Transactions tab and generate exports for your accounting software
- set up and manage accounting integration
- edit the accounting settings and Accounting tab in every application
Admins have full viewing permissions within your workspace. They also possess control rights to oversee your everyday operations in Cledara.
- invite and remove users
- resolve approval requests
- access all applications and cards created
- approve payments by transfers
- change workspace-wide settings
- toggle on and off optional features
The Primary Contact holds authority over your Cledara account and acts as a representative of your company. They serve as super Admins who can:
- add and remove Admin users
- make changes to your Cledara subscription
- manage the list of users who can access the Onboarding incoming workflows
The level of support and the extent of account information the Cledara Support team can provide is also dependent on your user role, mirroring the viewing and editing abilities you have within the workspace.