The Kliks system supports three roles:
- User: an employee or driver who records mileage for reimbursement.
- Manager: an employee responsible for approving mileage submissions for reimbursement (can also record mileage).
- Company Admin: an employee responsible for managing their company in Kliks.
| Permission | Company Admin | Manager | User | Mobile App | Web App |
| Trip Management | |||||
| Record Trips | X | X | X | X | X |
| Add Manual Trip | X | X | X | X | X |
| Delete Own Trip | X | X | X | X | X |
| Delete Other User's Trip | -- | -- | -- | -- | -- |
| Submit Trips for Approval | -- | X | X | X | X |
| Approve Trips (Receipt or Reimbursement) | X | X | -- | -- | X |
| Reject Trips | X | X | -- | -- | X |
| Download Payroll File | X | -- | -- | -- | X |
| Reporting | |||||
| View Reports | X | X | -- | -- | X |
| Edit Reports | X | X | -- | -- | X |
| User Management | |||||
| Create / Invite User | X | -- | -- | -- | X |
| Deactivate User | X | -- | -- | -- | X |
| Activate User | X | -- | -- | -- | X |
| Delete User | X | -- | -- | -- | X |
| Impersonate User | X | -- | -- | -- | X |
| Edit User Profiles | X | -- | -- | -- | X |
| Download User Data | X | -- | -- | -- | X |
| Anonymize User Data | X | -- | -- | -- | X |
| Submit Request to Anonymize Own Data | X | X | -- | X | |
| Approve / Deny User Anonymization Requests | X | -- | -- | -- | X |
| View Vehicle Information | X | X | X | X | X |
| Edit Vehicle Information | X | X | X | X | X |
| View Insurance Information | X | X | X | X | X |
| Edit Insurance Information | X | X | X | X | X |
| Group Management | |||||
| View Groups | X | -- | -- | -- | X |
| Create Group | X | -- | -- | -- | X |
| Edit Group | X | -- | -- | -- | X |
| Delete Group | X | -- | -- | -- | X |
| Add / Remove Group Manager | X | -- | -- | -- | X |
| Add Users to Group | X | -- | -- | -- | X |
| Remove Users from Group | X | -- | -- | -- | X |
| Company Settings | |||||
| View Company Info | X | -- | -- | -- | X |
| Edit Company Info | X | -- | -- | -- | X |
| View Company Settings | X | -- | -- | -- | X |
| Edit Company Settings | X | -- | -- | -- | X |
| View API Key* | X | -- | -- | -- | X |
| Create API Key* | X | -- | -- | -- | X |
| Refresh API Key* | X | -- | -- | -- | X |
| Import Locations via CSV* | X | -- | -- | -- | X |
| Import Locations via API* | X | -- | -- | -- | X |
| View Rates | X | -- | -- | -- | X |
| Create Rate | X | -- | -- | -- | X |
| Edit Rate | X | -- | -- | -- | X |
| Delete Rate | X | -- | -- | -- | X |
| View Payment Schedules | X | -- | -- | -- | X |
| Edit Payment Schedule | X | -- | -- | -- | X |
| Create Payment Schedule | X | -- | -- | -- | X |
| Billing Info | |||||
| View Billing Method | X | -- | -- | -- | X |
| Edit Billing Method | X | -- | -- | -- | X |
| View Price Plan | X | -- | -- | -- | X |
| Change Price Plan | X | -- | -- | -- | X |
| View Invoices | X | -- | -- | -- | X |
* Optional feature; based on the price plan you have selected.
For more information: https://Kliks.io