Overview
 

By assigning managers to your team members, you can unlock Manager Review for both card transactions and reimbursement reports. This adds a layer of accountability and visibility that helps streamline approvals, enforce policies, and keep spend management efficient.

How to Assign People Managers

1. Select People from the navigation
   
    
2. Find and select the user you want to update

3. Select Update User Info
   
4. In the People Manager dropdown, choose the appropriate people manager from the list and save. 
    

FAQ

1. Who Can Be a People Manager?
   Anyone in your organization can be a people manager.
2. How many managers can a user have?
   A user can only have one assigned manager at a time.
3. What Happens After You Assign a Manager?
   Once a People Manager is assigned transactions and reimbursements from that user will automatically route to their manager for review—no additional setup needed. Managers will be alerted in their Needs Approval when action is required.
4. What if a Manager Leaves or Changes Roles?
   Owners, Admins, and Full Visibility Bookkeepers can update or remove a People Manager at any time