The manager role is divided into two levels of permissions :
- Basic Manager: available with 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:
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on the whole company level
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or on a team level
π‘ You need to create a team before assigning a Manager to a team.
Basic Manager | Advanced Manager | |
Access transactions | β | β |
Make payments from selected accounts | β | β |
Manage cards | β | β |
Make transfers and reimburse expenses (Set spending limits, per month and per transfer) | β | β |
Upload and set up supplier invoices | β | β |
Invite team members as Employees | β | β |
Review card requests | β | β |
View selected account balances | β | β |
View IBAN and download statements | β |
β
(Only available for Advanced Managers on whole company level) |
Manage bookkeping and suppliers | β | β |
Approve transfers and reimburse expenses including mileage | β | β |
Set up and suspend direct debit mandates | β | β |
Deposit checks | β | β |
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 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 canβt be delegated to a Manager?
β Invite all types of team members: Admins, Managers, and Accountants
β Change roles status for themselves and other users
β Edit subscription
β Set up multi-accounts - but they can manage them
β Set up and manage third-party tools via Connect integrations
π‘ 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:
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Go to User management,
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Click on User access,
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Select the profile of the Manager you wish to view.
From the mobile app:
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Go to MenΓΊ,
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Go to Team members.