User roles in SiFi define what permissions an employee has in the platform. Roles control access to features like expense approvals, reimbursements, transfers, and account settings. You can update a user’s role anytime from the People section, but permissions to upgrade are limited based on role hierarchy.

Steps to Update a User Role

1. Log in to your SiFi account.

2. From the left navigation menu, click People.

3. Find the user whose role you want to update.

4. Click on the Options (…) menu next to their name.

5. Select Update Role.

6. Choose the new role from the list.

7. Click Save to confirm.

Role Upgrade Rules

• Admins can upgrade:

  • Employee → Finance Manager

  • HR Manager → Finance Manager

  • Accountant → Finance Manager
    

  • Employee →  Accountant or HR Manager
    

  • Employee → New Admin 

• Finance Managers can upgrade:

  • Employee → Accountant

  • Employee → HR Admin

  • Employee → Transfer Initiator

Transfer Initiator Role (Additional Permission)

• The Transfer Initiator is not a standalone role, it is an additional permission that can be granted to a user.

• Typically assigned to someone managing Accounts Payable (AP) in the company.

• Permissions include:

  • Creating beneficiaries

  • Creating transfer requests

• All transfers created by a Transfer Initiator are still subject to approval under your company’s transfer approval policy.
  

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