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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

  • on a team level

The manager will be able to see transactions, manage payments, invite Employees, and access balances depending on the scope 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 subaccounts?

Yes, whether the permissions of a Manager are on a team or a whole company level, you can attribute one or several subaccounts 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 subaccounts 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 subaccounts they can access.

You can also decide whether the Manager can view the selected account balances, IBAN, transactions, and download statements. This action can be modified at any moment from the User Access section.

 

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:

  1. Go to User management,

  2. Click on User access,

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

Active tab - Manager Team scope.png

 

From the mobile app:

  1. Go to Menu,

  2. Go to Team members.