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What permissions does the Manager role have?

  • Updated

The manager role is divided into two levels of permissions:

 

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:

  1. Go to User management,

  2. Click on User access,

  3. Select the profile of the Manager you wish to view.

 

 

From the mobile app:

  1. Go to Menu > settings symbol “⚙️” > User management

  2. Click on the "plus" symbol at the top right of the screen.