Permissions in Kleer for foundations

The individual permissions and composite roles that exist in Kleer for foundations: salary, expenses, remuneration and the administrator role.

A summary of the permissions in Kleer and what they mean

There are many different permissions to choose from in Kleer, and below are explanations of the most common permissions in the system.

In foundations, the list of permissions you can choose from has been shortened to make permissions easier to handle.

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Permissions for those with salary/expenses/remuneration
Composite roles for administrators and auditors
Payment rights

If you have questions about any of the permissions mentioned here, or thoughts about your needs for permissions, feel free to contact your Kleer consultant.

Permissions for salary/expenses/remuneration

The permissions under the heading User are for those in the foundation who are to receive salary, be reimbursed for expenses and report remuneration. These permissions are used whether or not the person is an employee.

Payroll

The payroll permission is required for the employee to be paid a salary.

With this permission the salary is created automatically in Kleer, and the user can also see their payslip and save and approve their own salary. The user can also unlock their salary report until it is authorised.

Salary payment requires an employment contract in Kleer.

Expenses

This permission is needed for a person to be able to report and handle their expenses. This applies both to private expenses and to purchases made with a company card.

The user can also see the status of their submitted expense journals, for example whether they are waiting for authorisation or have been paid out.

Remuneration

This permission is needed for users who are to report remuneration.

It applies to board fees, other fees and support payments.

Composite roles

Under the heading Roles there are a number of ready-made permissions that consist of several individual permissions. Instead of having to tick a lot of individual permissions, it is enough to tick the role you want.

Administrator

With the permission role “Administrator” in Kleer, the user can see and do everything in the system except the parts around payroll handling and payments. These require additional permissions, which are described in more detail below.

Administrator (payroll, remuneration & expenses)

With the permission role “Administrator (incl. payroll, remuneration & expenses)” in Kleer, the user can see and do everything in the system except payments. Payments require additional permissions, which are described in more detail below.

Auditor

Users with the permission role “Auditor” can see everything in the system.

They cannot do anything in the system.

Payment rights

Payment rights in Kleer are completely separate from other permissions and are not included in any role.

For security reasons, nobody at Kleer can carry out a payment in the system, and we cannot give other users this permission either. The exception to the latter is when the foundation is new and nobody yet has payment rights in the system. Then we can give it to one person (as a rule the authorised signatory). This person can then give payment rights to other users when needed.

Users with payment rights must log in to Kleer with BankID.

The payment rights that exist are the following:

Pay out grants

With this permission, a user can pay out the foundation’s grants directly in Kleer.

Pay out salaries

With this permission, a user can pay all of the foundation’s salaries directly in Kleer.

Pay out expenses

With this permission, a user can pay all of the foundation’s expenses directly in Kleer.

Pay out supplier invoices

With this permission, a user can pay all of the foundation’s supplier invoices directly in Kleer.

Carry out internal transfers

Between SEB accounts, you can make transfers directly in Kleer with this permission.

The other payment rights also give the user the right to make transfers, so this one is used for users who have none of the other payment rights.

Additional permissions

There are a number of additional permissions in Kleer that are standard in all foundations.

Client Executive SEB: read permission

This permission gives read access to everything in the system, but the user cannot do anything.

It was developed for SEB staff so that they can help with any questions.

Administrative categories

Administering categories means that the user gets access to “Categories” under Settings in the top menu in Kleer.

The person can create new categories, close categories and give different users access to these categories.

The API user for the integration between the grants source system and Kleer must have this permission.

A line manager can see: salaries, expenses and time reporting. These three options can be ticked on or off depending on what the manager should have access to.

A line manager can approve expenses, time reports and salary.