To help you better control your company's finances, you can create various types of users on our platform, each with specific roles and access limits. They are:
Administrator (Owner)
- Has full access to the platform, can view the company's overall balance, invoices, bills, and detailed reports by group, user, or location;
- Can create groups, users, and cards, as well as block, unblock, and deactivate cards and users;
Manager
- Can view the company's overall balance;
- Can create users and cards within their group (team);
- Has access to reports for their group and users within their group;
- Responsible for assigning credit limits to credit cards for each user in their group;
- Can block cards and adjust credit limits for users within their group.
Employee
- Has limited access only to their own cards, transactions, and reports;
- Can block and unblock their own cards, except in cases of Internal Blocking or deactivation;
- Needs to contact the account manager or administrator to update details or request new cards.
Accountant
- Can view all users, cards, transactions, invoices, reports, and statements;
- Has access to invoices and their respective bills;
- This role can be created by Administrators and Managers;
- Important: It is not possible to create cards for this type of user.
How to check your user type?
Learn how to check your access type to understand the possible actions on the platform for you. Follow the steps below:
- In your Clara platform access, click on "My Profile" in the upper right corner of your screen.
- Then, a screen will appear with information on "User Actions", where your user type will be displayed: Administrator, Manager, Accountant, or Employee.
See the images below (example of Administrator access on the platform):