Role Based Permissions
Admins, Reviewers, Accountants & Members
|Create & Assign Cards||✓||✓|
|Export All Transaction Data||✓||✓||✓|
|Approve Purchase Requests||✓||✓|
|Set/Modify Budgets & Expense Rules||✓||✓|
|Read–Only View: Cards & Transactions||✓||✓||✓|
Hierarchy of Roles
You have the ability to assign different roles to different employees and can base it off departments or locations.
Admins have the most responsibilities and can manage everything from creating credit cards to transferring funds.
Reviewers can approve of transactions and fund requests and can view other peoples transactions.
Accountants’ main function is to download the transaction reports for expense reporting.
General members only have access to view their own cards and transaction history.