Manage Roles and Permissions
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Assigning 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,...