Skip to main content

User roles

Understand key differences and access features of Codat user roles

There are four levels of users on the Codat system which have access to different functionality of the Codat system.

  • Onboarding
  • Analyst
  • Developer
  • Administrator


Onboarding users have the ability to add companies to the Codat portal and link these companies with financial information sources. They have the ability to view when data sets have been linked but are unable to view the uploaded information.


Analyst users have all the abilities of the Onboarding users (adding and linking companies) as well as the ability to view the financial data that is uploaded, view webhook consumers that have been configured, and resolve raised events in the portal.


Developer users have access to all the functionality available in Codat except the ability to create, edit and remove other users. This includes all of the Analyst user's abilities as well as the being able to create, edit and delete integrations, companies, and rules.

Developers are also able to configure your authorization flow, organization, and data type settings, and manage upcoming deprecations.


Administrator users have full access to all the features available in the Codat portal. They are the only users who are able to add, edit and remove other users from your account. This includes all levels of users, so any Administrator can remove other Administrator, Developer, Analyst and Onboarding users.

User roles summary

Add companies
View connection status
View company data
View and resolve webhooks and events
Delete companies
Add and update rules
Configure Link
Manage integrations
Update settings
Add new data from within the Codat Portal
Manage upcoming deprecations
Add and update users

Was this page useful?