What is the role of the statutory representative in Fidoo
- the main role is to place application users in key roles.
- Its other activity is controlling, it has an overview of all users’ expenses, but it cannot edit them.
Other key roles
Accountant
- sets up expenses (pre-costing, VAT breakdown, …) and projects
- can edit and reject expenses and receipts of all users
- closes all expenses and personal accounts
- balances cash
- sets the integration into the accounting system
- exports to accounting and payroll systems
Cashier
- charges and discharges the cash wallet of each user
AML Commissioner
- verifies (identifies) cardholders on the basis of authorisation from Fidoo
Finance Administrator
- recharges and uncharges Fidoo account
- sets up direct debits and Fidoo account
- receives information about the drop in the Fidoo account
- can order travel insurance
Main Administrator
- adds, edits and deletes users
- orders, recharges and discharges, locks and blocks cards
- sets the approval
- sets restrictions on cards
- sets teams
- sets up receipts (meal and pocket money)
- sets up vehicles
- sets the integration into the accounting system
- manages the API key
- orders travel insurance
- can change the company’s mailing address
- can add users to the key roles of Accountant, Cashier and Fleet manager
Fleet manager
- sets up vehicles
- sets up notifications to alert you to an unprocessed logbook
- can process and validate the logbooks of all users
Note
When contracting, the Master Trustee and the AML Agent are the same person.
Setting key roles
To add a user to a key role
- Section Settings – Company – Key persons.
- Select the role and click Add (right).
- Select from the list of users and select Continue and Yes, I confirm.
Note
In the case of the AML proxy role, the user will only appear when they complete the task through the application and accept the role.
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To delete a user from a key role
- Section Settings – Company – Key persons.
- Select the key role, click
and select Yes, I confirm.
Note
There must always be a person listed in the key role. You must first add a new user and then delete the original user.