Skip to main content

A brighter experience: Permissions

Seamless management, effortless visibility

On 19th April, we are making changes to the way Soldo works. 
Read more to familiarise yourself with each optimisation and its associated benefits ahead of time. 

Soldo is evolving, becoming a better fit for the way you do business. Read on to learn more about product changes to Permissions. These upgrades are designed to improve your experience of using Soldo to manage your company’s business spending and to offer even more flexibility in doing so.

In a company, different users have different responsibilities and jobs, and to reflect that into a Soldo account, we offer the possibility of giving specific roles to users. Each role assigned to a user will have different capabilities and access to functionalities depending on the set of permissions assigned to them.

To define the user’s permissions, you can define roles and a set of resources. The role defines the set of actions that a user can perform, while the resource set defines the resources, such as users, cards, wallets, and groups, that the user will be able to see and act on.

The combination of role and the resource set is called a Permission Profile and it enables the user to unlock the full Soldo potential and do their work efficiently and within their defined scope of control.

From the Configure > Permissions section you can configure both roles and resource sets that you want available in your company, and you can check the default roles that we made available for you to cover the most common cases.

In the new version of Soldo, we will add new sets of permissions organised in categories to give administrators more control over the actions that each user can perform and creating more granularity during the role creation process.

Here are the roles you will have available to control your users:

CategoryRoles
Administrator
  • Super-Admin
  • Admin
  • Admin (Limited)
  • Accountant

A user can have up to three permissions profiles, with one role for each of the three categories (Admin, Manager, Employee), and they can decide which one to use in their app. This allows them, for example, to decide if they want to have access to the entire account as an administrator or if they prefer to only see their own resources like an employee (more practical when they are travelling).

Please note: Accounts with custom configurations will still retain them as separate permissions profiles.

Administrators have a predefined scope that gives them access to the entire account while employees can only access their own resources (their cards and wallets) or the company cards that have been assigned to them.

Managers instead can be given access to any subset of the resources of the account controlling precisely what they can see and act on.

If the manager is the leader of a group, then the configuration can be done easily directly from the group page.

What do I need to do?

Nothing is required. However, once you will become more familiar with the system, take the opportunity to review how you configured Permissions and assign your users to the most relevant roles that properly match their responsibilities in your company.

We look forward to releasing these improvements on the 19th April. In the meantime, we invite you to discover more about the latest changes by exploring this blog and the articles that describe every feature in detail.

If you have a burning question or need help, don’t hesitate – send an email to [email protected] and our team will get back to you in a wink.

The Soldo Product Team