Roles and permissions

Control what each user can see and do in Eloope by assigning roles with specific permissions.

Default roles

Eloope includes five built-in roles. Each role has a predefined set of permissions suited to common organizational needs.

Role	What they can do
Employee	Create expenses, submit reports, manage their own data.
Manager	Everything an Employee can do, plus approve team reports and view team expenses.
Finance	Process reimbursements, view all financial data, export reports.
Auditor	Read-only access to all expenses, reports, and audit logs across the organization.
Administrator	Full access to all features, settings, and user management.

View and edit roles

1. Go to Admin Settings > Roles Management.
2. Click any role to view its permissions.
3. Use the permission editor to toggle individual permissions on or off.
4. Click Save to apply changes.

Warning: Editing a default role affects every user assigned to that role. Review changes carefully before saving.

Permission editor

The permission editor lets you control access at a granular level. For each feature area (expenses, reports, advances, trips, etc.), you can toggle:

• View Own: See only their own records.
• View Team: See records from their team or department.
• View All: See records across the entire organization.
• Edit Own: Modify their own records.
• Edit Team: Modify team records.
• Edit All: Modify any record in the organization.
• Delete Own: Remove their own records.
• Delete Team: Remove team records.
• Delete All: Remove any record.

Create a custom role

If the default roles do not fit your needs, create your own.

1. Go to Admin Settings > Roles Management.
2. Click New Role.
3. Enter a name and optional description for the role.
4. Use the permission editor to toggle the specific permissions this role should have.
5. Click Save.

Custom roles appear alongside the default roles and can be assigned to any user.

Note: Custom roles are useful for specialized positions like regional managers, project leads, or external contractors who need a specific subset of permissions.

Assign multiple roles to a user

A single user can hold more than one role. Their effective permissions are the combined permissions from all assigned roles.

For example, a user with both the Employee and Auditor roles can create their own expenses and also view all expenses and audit logs across the organization.

To assign multiple roles:

1. Go to Admin Settings > Users Management.
2. Click the user's row to open their profile.
3. Select additional roles from the Roles dropdown.
4. Click Save.

Delete a custom role

1. Go to Admin Settings > Roles Management.
2. Click the custom role you want to remove.
3. Click Delete.
4. Confirm the deletion.

Warning: You cannot delete a role that is currently assigned to users. Reassign those users to a different role first. Default roles cannot be deleted.