Types of users

To help you have better control over your company's finances, at Clara we have created different types of users. Each one offers a different level of access, allowing companies to view, assign, and oversee payments with confidence.

Explore the available roles so you can choose the one that best suits each user you add to Clara:

Administrator

Administrators have full access to the web platform and app. They can view, create, edit, and delete cards and users, and access all company transactions.

Bookkeeper

This read-only role has access to the mobile app. Bookkeepers can view cards, users, and transactions for all company members but cannot own a card or make transactions.

Manager

Managers oversee team expenses. They can add direct reports to their team, request cards, and view both their team's and their own transactions. However, they can't edit cards without approval.

Employee

Employees can request cards (subject to admin approval), view their own transactions, and attach invoices. If enabled, they can use the Payments module for domestic, international, and service payments. They can’t view the company section or dashboard and don’t have permission to create, edit, or delete users or cards.

** All roles have access to the mobile app, where they can view their own card details.