The manager role is divided into two levels of permissions:
- Basic Manager: available with Essential, Business and Enterprise plans.
- Advanced Manager: available through add-ons Account Payable and Expense & Spend Management.
The role of the manager is also customizable: Admins or Account Holder define permissions for each manager individually.
What is the scope of permissions for a Basic and Advanced Manager?
Depending on how much they want to delegate, the Admin or the Account Holder defines the scope of permissions for each manager:
on the whole company level
or on a team level
💡 You need to create a team before assigning a Manager to a team.
| Basic Manager | Advanced Manager | |
|---|---|---|
| Access transactions | ✅ | ✅ |
| Make payments from selected accounts | ✅ | ✅ |
| Manage cards | ✅ | ✅ |
| Make transfers and reimburse expenses (Set spending limits, per month and per transfer) | ✅ | ✅ |
| Upload and set up supplier invoices | ✅ | ✅ |
| Invite team members as Employees | ✅ | ✅ |
| Invite team members as Employees | ✅ | ✅ |
| Review card requests | ✅ | ✅ |
| View selected account balances | ❌ | ✅ |
| View IBAN and download statements | ❌ | ✅ (Only available for Advanced Managers on whole company level) |
| Manage bookkeeping and suppliers | ❌ | ✅ |
| Approve transfers and reimburse expenses including mileage | ❌ | ✅ |
| Set up and suspend direct debit mandates | ❌ | ✅ |
| Deposit checks | ❌ | ✅ |
Managers can also be part of an approval workflow that the Account Holder or Admin will customize. If you have the Account payable or Expense & Spend management add-ons, please visit How to customize workflow approval for transfer and reimbursement requests? to find out more about multi-layer approval workflows to keep control over big amounts to reimburse or pay with configurable approvals.
Can a Manager access certain sub-accounts?
Yes, whether the permissions of a Manager are on a team or a whole company level, you can attribute one or several sub accounts to these roles. They will be able to access transactions and make payments from the selected accounts.
- The Manager already has a profil on the account : In that case, go to User Management > User Access > Active > click on the particular Manager you want to edit > Account Permissions > click on the pencil next to View transactions and make payments from selected accounts to select the sub-accounts they can access.
- The Manager has not been invited on the account yet : Go to User Management > User Access > Invite a member > follow the inscription steps and select the sub-accounts they can access.
What permissions can’t be delegated to a Manager?
❌ Invite all types of team members: Admins, Managers, and Accountants
❌ Change roles status for themselves and other users
❌ Edit subscription
❌ Set up multi-accounts
❌ Set up and manage third-party tools via Connect integrations
💡 Admins can do these actions.
How to check the permissions of a Manager?
It is possible to view the scope and permissions of a manager directly from their member profile.
From a computer:
Go to User management,
Click on User access,
Select the profile of the Manager you wish to view.
From the mobile app:
Go to Menu > settings symbol “⚙️” > User management
Click on the "plus" symbol at the top right of the screen.