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 link 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 webhooks that have been set, 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	✔	✔	✔	✔
View connection status	✔	✔	✔	✔
View company data	✔	✔	✔	✔
View and resolve webhooks and events		✔	✔	✔
Delete companies			✔	✔
Add and update rules			✔	✔
Configure Link			✔	✔
Manage integrations			✔	✔
Update settings			✔	✔
Add new data from within the Codat Portal			✔	✔
Manage upcoming deprecations			✔	✔
Add and update users				✔