As a Super Admin or Company Admin within your organization (parent company), you have the capability to set distinct levels of access for your users.
To add a user to Cradle click Users & Permissions on the sidebar:
Permissions can be assigned on a per-company basis or throughout the entire organization, giving you the ability to grant specific users varying access rights to distinct companies within the same organization. For instance, John can be granted read-only access to Global Industries Inc. while also having admin access to ACME Inc.
Access Levels
Feature | Super Admin User | Company Admin User | Regular User | Read Only User | Auditor |
Reports | ✔️ | ✔️ (a) | ✔️(a) | ✔️(a) | ✔️(a) |
View Agreements & Companies | ✔️ | ✔️ (a) | ✔️(a) | ✔️(a) | ✔️(a) |
Attachments | ✔️ | ✔️ (a) | ✔️(a) | ✔️(a) | ✔️(a) |
Help | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
Settings | ✔️ | ✔️ (a) | ❌ | ❌ | ❌ |
Events | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
Reminders | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
Create Agreements | ✔️ | ✔️ | ✔️ | ❌ | ❌ |
Delete Agreements | ✔️ | ✔️ | ✔️ | ❌ | ❌ |
Create Companies | ✔️ | ❌ | ❌ | ❌ | ❌ |
Delete Companies | ✔️ | ❌ | ❌ | ❌ | ❌ |
Chart of Accounts | ✔️ | ❌ | ❌ | ❌ | ❌ |
Foreign Exchange (b) | ✔️ | ✔️ | ✔️ | ❌ | ❌ |
Audit Trail (b) | ✔️ | ✔️ | ✔️ (a) | ✔️ (a) | ✔️ (a) |
Locks (b) | ✔️ | ✔️ | ✔️ (a) | ❌ | ❌ |
Archive(b) | ✔️ | ✔️ | ❌ | ❌ | ❌ |
Bulk Actions (b) | ✔️ | ✔️ | ✔️ | ❌ | ❌ |
Bulk Upload (b) | ✔️ | ❌ | ❌ | ❌ | ❌ |
Custom Field Template | ✔️ | ❌ | ❌ | ❌ | ❌ |
Export | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
Note:
(a) The Super Admin has the ability to give specific access to this feature
(b) This is a comprehensive feature. If your subscription doesn’t include it, please get in touch with [email protected].
Billing Details
Billing Details Access is currently available exclusively to Super Admins.
Lock Access
Lock Access can only be toggled on or off for Regular Users, while Super Admins and Company Admins have it enabled by default.
For more information on locks, please refer to our help article.
Please note that this is a Comprehensive feature that must be enabled for use. If you would like to access this feature, please reach out to [email protected].
Audit Trail Access
Audit Trail Access is enabled by default for Super Admins and Company Admins. It can also be enabled for Regular Users, Read-Only Users, and Auditors.
The audit trail displays changes for the companies a user has audit trail access enabled for.
For more information on the audit trail, please refer to our help article.
Please note that this is a Comprehensive feature that must be enabled for use. If you would like to access this feature, please reach out to [email protected].