Overview
The below changes will be released on a rolling basis to all Extend organizations. This article will cover how and when these changes will be released.
- Owners and Admins will be granted enhanced administrative capabilities: edit access over all credit card accounts, virtual cards, and budgets within an organization.
- The Card Manager role will allow organizations to give users partial, selective access to accounts at the owner’s discretion.
When will these changes be released?
The Owner and Admin permissions updates will be rolled out to all new Extend organizations who register on or after September 30 2024.
Additionally, all existing organizations who fit the following criteria will receive these updates on September 30 2024:
- All Credit Card Accounts are registered by the Owner AND
- There are no Admin users in the organization
For all other organizations who have registered on Extend prior to September 30 2024 and do not fit the above criteria, the permissions updates will be granted on a rolling basis once all credit card account holders in the organization acknowledge the new terms and conditions.
Frequently Asked Questions
Based on the above information, my org will not receive these changes on September 30. How will my org get these updates?
On September 30, all existing organizations that do not fit the above criteria will not experience any changes to their Owner and Admin roles or the new Card Manager role. For these organizations to receive the changes, all users who have a registered Card Account must acknowledge the new permissions Owners, Admins, and Card Managers will have over their card(s). Once all registered card holders in the organization have acknowledged the new permissions, then the org will receive the new updated permissions for the Owner and all Admins and will be able to utilize the Card Manager role.
How would registered Card Holders need to acknowledge the changes?
Starting October 22, registered Card Holders will see a banner whenever they sign into Extend, and this banner will alert them that there are changes to the Admin, Owner, and Card Manager permissions in the org and their acknowledgement is required.
Clicking into this banner will open up a modal where the registered Card Holder will see an overview of the incoming updates and the level of access that the Owner and Admins in the org will have on their registered card accounts.
Once acknowledgement has been recorded, the registered Card Holder will no longer see the banner or alerts.
What happens once all registered Card Holders acknowledge the changes?
Once all registered Card Holders in an organization have acknowledged these changes, the organization's Admins and Owner will automatically receive the enhanced permissions and the new Card Manager role.
What happens if some (but not all) registered Card Holders acknowledge the changes?
The organization will not receive these new permissions updates until ALL registered Card Holders have acknowledged the changes.
Registered Card Holders who do not acknowledge these changes will receive email updates every 2 weeks with a reminder to do so.
Can I opt-out of these changes?
No. These changes will eventually be rolled out to all organizations across Extend.
I do not want the Owner, Admins, or any Card Managers of the org to have access to my card account. What can I do?
If you are the organization Owner and you do not want Admins to have access to your card account (or all other card accounts), you can downgrade the Admin's user role to a Member or Bookkeeper. The Bookkeeper can be granted view access to all the card accounts, virtual cards and budgets in the organization without having edit access.
Additionally, registered Card Holders may delete their registered card account on Extend. To do this, you can submit a request to our customer support team.