To help your company maintain full financial clarity and secure access controls, Clara offers different user roles, each with specific permissions depending on responsibilities. ✨
Use this guide to assign the right role to every person in your company account.
Role comparison table.
| Role | Main access | Card access | Transaction visibility |
|---|---|---|---|
| Administrator | Full access; create/edit/delete cards and users; account configuration. | Yes | Entire company |
| Accountant | Accounting oversight; view users and transactions; no configuration access. | Optional | Entire company |
| Manager | Team supervision; add team members; request cards with approval flow. | Yes | Self + team |
| Employee | Manage individual expenses; request cards; upload invoices. | Yes | Self only |
Roles explained
Administrator
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Full access to all platform functions, including user and card management, settings and company-wide visibility.
Accountant
Can view all users and transactions for accounting purposes. Cannot change account settings. May have a card if needed.
Manager
Supervises their team, adds members, requests cards (subject to approval) and views team transactions.
Employee
Handles individual expenses, requests cards with approval, uploads invoices, and may use the Payments module if enabled.
Important notes
All roles can access the mobile app to view their card details and transactions.
What’s next
Review your current user roles and ensure each person has the right access level. 🔐
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