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.

Roles

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

Administrator

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

Add or remove people*
Add, update, and delete custom fields
Approve and deny reimbursements
Configure and manage accounting integrations
Create budgets
Edit, delete, filter, and export reimbursements
Export transaction data
Reset Multi-Factor Authentication for people
See historical spend data
See, review, and lock all company transactions

*Adding additional card holders is completed through Paymentnet.

Bookkeeper

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

Edit custom fields and manage accounting integrations*
Edit, delete, filter, and export reimbursements
Export transaction data
See historical spend data
See, review, and lock all company transactions
View account budgets, including budget history, roster, and funds

* Managed from the individual user's settings page

Member

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.

Roles & Permissions Charts

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.

Budgets

	Admin	Bookkeeper	Member
Assign budget owners/members to budgets	Yes	No	No
Create and edit budgets	Yes	No	No
Create, edit, and view virtual cards	Yes	No	No
View budget virtual cards	Yes	No	No
View all account budgets, budget rosters, budget history, and funds	Yes	Yes	No
View their own budgets	Yes	Yes	Yes
View transactions (including declined transactions)	Yes	Yes	Limited

People

	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

Reimbursements

	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

Transactions

	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

Miscellaneous

	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

Attributes

Assistant

Admins can add assistants to any user from that user's settings page. Users can have up to 10 assistants. Assistants can:

View and complete transactions on behalf of any user they are assigned to
Do anything required to complete the transaction, including adding receipts
Code transactions and view/filter spender's transactions that they are assigned to on web and mobile app.

Assistants cannot:

Approve transactions in place of the person they are assisting
Submit reimbursements for the person they are assisting
Send/receive reminders for the person they are assisting

Assistants can filter the Transactions page to view only transactions made by users for whom they are assigned as an assistant.

Manager

You can assign a manager to any user from that user's settings page. Managers can approve transactions and reimbursement requests, if company settings include managers as part of the approval flow for transactions or reimbursements.

What are the user roles in Spend Center?

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