At a glance
There are 4 different user roles at Circula: submitters (also called users), supervisors, accountants and admins.
The functions that are activated for you depends on your user role.
You can have more than one role.
A user can get assigned one or more roles. Roles are managed by admins in the “User Management” tab. As expense groups are closely related to user roles, we recommend that you also read the article on Groups and User Roles. Each role has specific access and usage rights.
Circula differentiates between four user roles:
Submitter (User)
Supervisor
Accountant
Admins
Note
The user who creates the company's account is automatically assigned all user roles and therefore has access to all areas of the Circula web app.
Users (submitters)
This role is assigned by default to every invited user. Users can:
Access all mobile app features, from which they can submit expenses.
Submit expenses and see the status of their past expenses in the web app.
Accountants
Accountants have access to additional functions in the app. They can:
View submitted expenses from the group(s) they are assigned to.
Edit expense details when incorrect information was submitted.
Reject or delete expenses. If an expense is rejected, the submitter will get notified via push notification and/or e-mail.
Mark expenses as controlled.
Export expenses in the "Expense Export" tab in the form of reports, and download these reports again from the "Reports" tab. See here for a detailed description of the process.
Supervisors
Supervisors also have access to additional features in the web app. They can:
View submitted expenses from the group(s) they are assigned to.
Reject expenses. If an expense is rejected, the submitter will get notified via push notification and/or e-mail.
Mark expenses as approved.
Note
Supervisors cannot edit expense details when incorrect information was submitted. This permission is only granted to accountants.
Admins
Admins have administrative rights in Circula. They can:
Manage groups, users and user roles in "User Management".
Manage the company "Settings". This includes, among others: managing expense categories, cost units, cost centers, and managing the company billing settings.
Do you still have questions?
💬 Chat Support
📞 +49 30 588 491 01
✉️ support@circula.com