Roles & Permissions
Klear uses five roles. Each role is assigned per user by an Admin or Owner.
Role overview
| Role | App access | Key capabilities |
|---|---|---|
| Owner | Admin app | Everything — billing, all reports, IRAS export, workspace config |
| Admin | Admin app | Users, departments, policies, reimbursements, card recon, reports |
| Approver | Both apps | Approve/reject in approval chains; can delegate responsibility |
| Employee | Employee app | Submit expenses, view own history and reimbursement status |
| Auditor | Admin app (read-only) | View all expenses, reports, and audit trail |
Who can manage users
Only Admin and Owner roles can invite, edit, or deactivate users.
Approval routing
An expense's approval chain is determined by the policy that matches it — not the submitter's role. Approvers are assigned at the policy level, not per-user. See Policies for details.
Delegations
An Approver or Admin can temporarily hand their approval responsibilities to another user for a defined date range. See Delegations.
Changing a user's role
- Go to Admin → Users
- Click the edit icon next to the user
- Change the Role field
- Save
Role changes take effect immediately on the user's next action.