You can assign teammates different roles with dedicated permissions across your Organization.


There are four types of user roles within an organization with the following permissions:

  • Organization Owner - The “Org Owner” is the super-admin.
  • Admin - An Admin(s) is typically the main delegate for the Org Owner.
  • Bookkeeper - A Bookkeeper(s) is an individual who requires view-only access to export transactions and manage reconciliation tasks  (e.g., accountant, controller, or finance director).
  • Member - Members are typically employees of your company who need to make purchases.


  • Roles are not tied to virtual card issuance in any way. Card issuing permissions are granted by the physical cardholders.

Role Permissions

Here are the permissions for each role: