Below is a breakdown of each user role:
Company Admin
Company Admins have full access and control over the company account. They can:
Invite new users
View all users
View all issued cards
Set spending limits on any card
Create accounting rules for all transactions
Modify all company settings
Card Manager
Card Managers can manage cards and users on their team. They cannot view organizational wide controls and users. They can:
Invite new users
View users
Issue new cards
View all issued cards
Set spending limits on issued cards
View all transactions across the organization
You can assign your manager to a team on the Teams page under the Company dropdown.
Card User
Card Users are individual employees who use a company card. They can:
View their own virtual and/or physical cards
Submit expenses and reimbursements for their transactions
They cannot:
Invite users
Issue cards
Accountant
Accountants help manage transactions and accounting settings. They may be employees, assistants, or third-party professionals. They can:
View all transaction data
Access accounting connections
Create accounting rules for transactions
Invite users with the Bookkeeper role only
They cannot:
Issue cards
Invite other roles
View users or change company settings
Bookkeeper
Bookkeepers are usually non-employees or third-party professionals supporting accounting tasks. They can:
View all transaction data
Create accounting rules for transactions
They cannot:
Invite users
Issue cards
View other users
Modify company settings
Assign roles carefully to ensure users have the right access level for their responsibilities.