The manager role is divided into two levels of permissions :
Basic Manager: available with Essential, Business and Enterprise plans.
Advanced Manager: until the new packaging goes live in October 2026, available through the current Account Payable and Expense & Spend Management add-ons. From October2026, available through the Team Spend Controls add-on.
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 |
✅ |
✅ |
| Review card requests |
✅ |
✅ |
| View selected account balances |
❌ |
✅ |
| View IBAN and download statements |
❌ |
✅ (Only available for Advanced Managers on whole company level)
|
| Manage bookkeping 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.
Until October 2026, multi-layer approval workflows remain available through the current Account Payable or Expense & Spend Management add-ons. From October 2026, configurable approval workflows will be available through Team Spend Controls. Please visit "How to customize workflow approval for transfer and reimbursement requests?" to find out more.
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 profile on the account: In that case, go to User Management > User Access > Active and click on the account you want to edit. Then 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 - but they can manage them
❌ 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 Menú,
Go to Team members.