Circula users can be attributed one or multiple user roles. Roles are managed by Admin users in the User Management section of the web app, as explained in this article. To each role corresponds specific access and usage rights applied to the user.   

Circula differentiates between four user roles:

  • Submitter
  • Supervisor
  • Accountant
  • Administrator

📝 Note: The user who created the company's account is automatically assigned all user roles and therefore has access to all areas of the Circula web app.

Submitter

This role is assigned by default to every user. Submitters can: 

  • Access all mobile app features, from which they can submit expenses.
  • Submit expenses and see their past expenses in the web app. 

Accountant

This role is assigned by Admin users. Accountants have access to additional features in the web app. They can: 

  • View submitted expenses from the group(s) they belong to
  • Edit expense details when incorrect information was submitted
  • Reject 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 Ready for Export tab in the form of reports and download these reports again in Reports. See here for a detailed description of the process.

Supervisor

This role is assigned by Admin users. Supervisors have access to additional features in the web app. They can: 

  • View submitted expenses from the group(s) they belong to.
  • Reject expenses or delete 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. 

Administrator

This role is assigned by Admin users. Administrators have access to additional features in the web app. 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, or managing the company billing settings.

Do you still have questions?

💬 Chat Support
📞+49 30 588 491 01
✉️
support@circula.com

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