User Management
Roles Overview
See all articlesInvite your team
Overview
Inviting people to join your organization in Extend will give you more visibility and control over spending ...
Assign roles
At any time, Owners and Admins can assign different roles with dedicated permissions to individuals across your organ...
Manage your organization settings
Overview
As an Org Owner or Admin, you can manage your company’s org settings, which include Expense Categories, Busi...
Manage Roles and Permissions
See all articlesAssigning Managers
Overview By assigning managers to your team members, you can unlock Manager Review for both card transactions and re...
Limited and Full Visibility Bookkeepers
Overview
Bookkeeper(s) are individuals who require view-only access to export transactions and manage reconciliatio...
Add and manage guests
Overview
The Guest role is intended for temporary employees (e.g. interns, contractors) who may need to receive virtu...
User controls - deactivating a user
Overview
If an org member leaves a company, Owners and Admins can deactivate members in their org. Once deactivated,...
User Settings
See all articlesDelete user account
If you are or have been an account, budget, or virtual card holder, customer support will need to disconnect and deac...
Manage notification settings
Extend’s notification settings allow you to opt in to receive both email and push notifications across all types of a...
Reset your password
As an Extend user, you can reset your password at any time.
To Reset your Password:
Hover over your profile in the t...
Sign up on Extend
How do I sign up with Extend?
Signing up with Extend is easy! If you manage your company’s card program, follow the i...