Roles & Permissions in SiFi

👤 User & Card Management

Role	View Cards	Create Cards	Update Cards	Delete Cards	Lock / Unlock
Admin	✅	✅	✅	✅	✅
Finance Manager	✅	✅	✅	❌	✅
HR Admin	🟡	❌	❌	❌	❌
Employee	🟡 (own)	❌	❌	❌	❌
Viewer / Auditor	✅	❌	❌	❌	❌

Role	View Expenses	Submit	Update	Delete	Approve
Admin	✅	✅	✅	✅	✅
Finance Manager	✅	❌	🟡	❌	✅
Budget Manager	🟡	❌	❌	❌	✅ (own space)
Employee	🟡 (own)	✅	🟡 (own)	🟡 (draft only)	❌
Accountant	✅	❌	🟡 (accounting fields)	❌	❌
Viewer / Auditor	✅	❌	❌	❌	❌

*If any user is part of policy they can be an approver

Role	View Budgets	Create	Update	Delete
Admin	✅	✅	✅	✅
Finance Manager	✅	✅	✅	❌
Budget Manager	🟡 (own)	❌	🟡 (own)	❌
Employee	❌	❌	❌	❌
Viewer / Auditor	✅	❌	❌	❌

Role	View Transfers	Create	Update	Cancel	Approve
Admin	✅	✅	✅	✅	✅
Finance Manager	✅	❌	❌	❌	✅
Transfer Initiator	🟡	✅	🟡 (before submit)	🟡	❌
Accountant	✅	❌	❌	❌	❌
Viewer / Auditor	✅	❌	❌	❌	❌

Role	View Reports	Export	Update Accounting Fields
Admin	✅	✅	✅
Accountant	✅	✅	✅
Finance Manager	✅	✅	🟡
Viewer / Auditor	✅	❌	❌
Employee	🟡 (own)	❌	❌

Role	View Audit Logs	Manage Users	Configure Workflows
Admin	✅	✅	✅
Finance Manager	❌	❌	❌
Auditor	✅	❌	❌
Viewer	❌	❌	❌

If you’re unsure which role to assign, start with Employee, then add permissions only when required.

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