Spend Center

There are three primary user roles that can be assigned to any user in Spend Center: admin, bookkeeper, and member. The assigned user role determines what actions users can take in the platform.

___________________________________________________________

- <a href="#h_e8525770d0">Administrator</a>
- <a href="#h_e64ad8f8c5">Bookkeeper</a>
- <a href="#h_011dee031d">Member</a>

<a href="#h_5bc5a854c9">Roles &amp; Permissions Charts</a>

- <a href="#h_339eac44e2">Roles</a>
  - <a href="#h_e8525770d0">Administrator</a>
  - <a href="#h_e64ad8f8c5">Bookkeeper</a>
  - <a href="#h_011dee031d">Member</a>
- <a href="#h_5bc5a854c9">Roles &amp; Permissions Charts</a>

Roles are global permissions you set for each user in your organization.

Administrators (admins) in your organization have full access to everything so they can manage your company in Spend Center. Admins can:

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684467-how-do-i-add-people-to-my-account" rel="nofollow noopener noreferrer" target="_blank">Add</a> or remove people*

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684458-how-do-i-create-custom-fields-for-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">Add</a>, <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684445-how-do-i-edit-or-delete-custom-fields-for-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">update, and delete custom fields</a>

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684464-how-do-i-approve-or-deny-a-reimbursement-request" rel="nofollow noopener noreferrer" target="_blank">Approve and deny reimbursements</a>

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684478-how-do-i-configure-my-accounting-integration" rel="nofollow noopener noreferrer" target="_blank">Configure and manage accounting integrations</a>

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684432-how-do-i-use-the-reimbursements-page-as-an-admin-or-bookkeeper" rel="nofollow noopener noreferrer" target="_blank">Edit, delete, filter, and export reimbursements</a>

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684429-how-do-i-filter-and-export-transaction-data-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">Export transaction data</a>

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684442-how-do-i-reset-mfa-for-a-user" rel="nofollow noopener noreferrer" target="_blank">Reset Multi-Factor Authentication for people</a>

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684430-transactions-overview" rel="nofollow noopener noreferrer" target="_blank">See</a>, <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684456-how-do-i-approve-or-deny-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">review</a>, and lock all company transactions

- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684467-how-do-i-add-people-to-my-account" rel="nofollow noopener noreferrer" target="_blank">Add</a> or remove people*
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684458-how-do-i-create-custom-fields-for-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">Add</a>, <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684445-how-do-i-edit-or-delete-custom-fields-for-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">update, and delete custom fields</a>
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684464-how-do-i-approve-or-deny-a-reimbursement-request" rel="nofollow noopener noreferrer" target="_blank">Approve and deny reimbursements</a>
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684478-how-do-i-configure-my-accounting-integration" rel="nofollow noopener noreferrer" target="_blank">Configure and manage accounting integrations</a>
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684432-how-do-i-use-the-reimbursements-page-as-an-admin-or-bookkeeper" rel="nofollow noopener noreferrer" target="_blank">Edit, delete, filter, and export reimbursements</a>
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684429-how-do-i-filter-and-export-transaction-data-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">Export transaction data</a>
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684442-how-do-i-reset-mfa-for-a-user" rel="nofollow noopener noreferrer" target="_blank">Reset Multi-Factor Authentication for people</a>
- See historical spend data
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684430-transactions-overview" rel="nofollow noopener noreferrer" target="_blank">See</a>, <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684456-how-do-i-approve-or-deny-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">review</a>, and lock all company transactions

*Adding additional card holders is completed through Paymentnet.

Bookkeepers are able to view and edit all transactions. Bookkeepers can:

<a href="https://help.spendcenter.jpmorgan.com/en/articles/6684445-how-do-i-edit-or-delete-custom-fields-for-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">Edit custom fields</a> and <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684478-how-do-i-configure-my-accounting-integration" rel="nofollow noopener noreferrer" target="_blank">manage accounting integrations*</a>

- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684445-how-do-i-edit-or-delete-custom-fields-for-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">Edit custom fields</a> and <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684478-how-do-i-configure-my-accounting-integration" rel="nofollow noopener noreferrer" target="_blank">manage accounting integrations*</a>
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684432-how-do-i-use-the-reimbursements-page-as-an-admin-or-bookkeeper" rel="nofollow noopener noreferrer" target="_blank">Edit, delete, filter, and export reimbursements</a>
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684429-how-do-i-filter-and-export-transaction-data-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">Export transaction data</a>
- See historical spend data
- <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684430-transactions-overview" rel="nofollow noopener noreferrer" target="_blank">See</a>, <a href="https://help.spendcenter.jpmorgan.com/en/articles/6684456-how-do-i-approve-or-deny-transactions-in-spend-center" rel="nofollow noopener noreferrer" target="_blank">review</a>, and lock all company transactions

* Managed from the individual user's settings page

Members in your organization can only see their own information, including their own transactions. Depending on company settings, members may also be able to submit reimbursement requests. 

View the charts below to find the permissions each user has within various Spend Center features.

Limited = Only applicable to the user's own transactions, cards, and application.

Optional = User may have special permissions for these features.

Learn about the user roles in Spend Center and which actions these roles can perform.

	Admin	Bookkeeper	Member
Add, update, or remove people	Yes	No	No
Invite people	Yes	Optional	Optional
Reset MFA	Yes	Limited	Limited
View People page	Yes	No	No

	Admin	Bookkeeper	Member
Approve and deny reimbursement	Yes	No	No
Create reimbursement	Yes	Optional	Optional
Edit and delete reimbursement	Yes	Yes	No
Enable Reimbursements	Yes	No	No
Mark reimbursement as paid	Yes	Yes	No
View Reimbursements page	Yes	Yes	Limited

	Admin	Bookkeeper	Member
Attach receipts	Yes	Yes	Limited
Edit expense categories/coding	Yes	Yes	Limited
Filter, split, dispute, and export transactions	Yes	Yes	Limited
Lock transactions	Yes	Yes	No
Review transactions	Yes	Yes	No
See historical spend data	Yes	Yes	No

	Admin	Bookkeeper	Member
Add, update, and delete custom fields	Yes	No	No
Configure and manage accounting integrations	Yes	No	No
Role available on mobile app	Yes	Yes	Yes
Sync accounting integrations	Yes	Yes	No
View or edit company settings	Yes	No	No

Table of Contents

Roles

Administrator

Bookkeeper

Member

Roles & Permissions Charts

People

Reimbursements

Transactions

Miscellaneous