You can assign teammates different roles with dedicated permissions across your Organization. Follow along with our video guide and learn more about role permissions below. 

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 - Bookkeeper(s) are individuals who requires view-only access to export transactions and manage reconciliation tasks (e.g., accountant, controller, or finance director). They can be granted access to view all accounts and activity in the org, or selective access to a subset of accounts.
  • Member - Members are typically employees of your company who need to make purchases.

Note: 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:

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