Admin users assign a certain role when adding an employee as a user. Each role has different restrictions to fit a company's approval workflow hierarchy.
Admin | Admins have full control over the system, including creating users, issuing cards, and setting up departments. They can customize company settings like approval workflows and expense policies. This role should be assigned to trusted team members only. |
Accountant | Accountants can view transactions, card details, and company balances across the account. |
Read Only Admin | Read Only Admins have the same viewing access as Admins but cannot make any changes or edits. |
Manager | Managers can handle tasks within their own departments, such as issuing cards and managing users, but do not have companywide access. |
User | Users can view and edit their own transaction details only. |