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 five types of user roles within an organization with the following permissions:
- 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.
- Guest - The Guest role is intended for temporary employees (e.g. interns, contractors) or interview candidates who may need to receive a virtual card to cover a payment, but they do not require insight into other org activity.
Note: Roles are not tied to virtual card issuance in any way. Card issuing permissions are granted by the funding source owners (physical cardholders or budget users).
Role Permissions
Below are select permissions for each role. Click here to view the full list of permissions.