User roles
Understand key differences and access features of Codat user roles
There are four levels of users on the Codat system which have access to different functionality of the Codat system.
- Onboarding
- 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.
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 are 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 and Onboarding users.
User roles summary
| Action | Onboarding | 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. | ✔ | ✔ | ✔ | ✔ |
| 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 | ✔ |