User roles
Understand key differences and access features of Codat user roles
There are five levels of users on the Codat system which have access to different features of the Codat system:
- Onboarding
- Advisor
- Analyst
- Developer
- Administrator
Onboarding
Onboarding users have the ability to add companies to the Codat portal and linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. these companies with financial information sources. They have the ability to view when data sets have been linked but are unable to view the uploaded information.
Advisor
Advisor users have access to product insights and reporting to support client decision-making. They have similar permissions to Onboarding users but can also view uploaded financial data.
Advisors can't delete companies, add or remove products from companies, manage connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. or integrations, or change any Portal settings. This read-focused profile makes the role suitable for client-facing and internal stakeholders (for example, relationship or treasury advisors) who need visibility into data and insights without destructive permissions.
Analyst
Analyst users have all the abilities of the Onboarding users (adding and linking companies) as well as the ability to view the financial data that is uploaded, view webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. consumers that have been configured, and resolve raised events in the portal.
Developer
Developer users have access to all the functionality available in Codat except the ability to create, edit and remove other users. This includes all of the Analyst user's abilities as well as the being able to create, edit and delete integrations, companies, and rules.
Developers are also able to configure your authorization flow, organization, and data type settings, and manage upcoming deprecations.
Administrator
Administrator users have full access to all the features available in the Codat Portal. They're the only users who are able to add, edit, and remove other users from your account. This includes all levels of users, so any Administrator can remove other Administrator, Developer, Analyst, Onboarding and Advisor users.
User roles summary
| Action | Onboarding | Advisor | Analyst | Developer | Administrator |
|---|---|---|---|---|---|
| Add Companies | ✔ | ✔ | ✔ | ✔ | ✔ |
| Edit Companies | ✔ | ✔ | ✔ | ✔ | ✔ |
| Delete Companies | ✔ | ✔ | ✔ | ||
| Add connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform., view their status and LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs | ✔ | ✔ | ✔ | ✔ | ✔ |
| Add or remove products from companies | ✔ | ✔ | ✔ | ✔ | |
| Manage (delete and unlink) connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. | ✔ | ✔ | |||
| View contributed companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data (Portal) | ✔ | ✔ | ✔ | ✔ | |
| View contributed companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data (APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.) | ✔ | ✔ | ✔ | ✔ | ✔ |
| Upload files on behalf of a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. | ✔ | ✔ | ✔ | ✔ | ✔ |
| View assigned product menu options (e.g. Spend, SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Commerce) | ✔ | ✔ | ✔ | ✔ | |
| Manage and view webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. | ✔ | ✔ | |||
| Configure LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. | ✔ | ✔ | |||
| Manage integrations | ✔ | ✔ | |||
| Manage data type settings | ✔ | ✔ | |||
| Manage upcoming deprecations | ✔ | ✔ | |||
| Manage other settings | ✔ | ✔ | |||
| Add and update users | ✔ |