At any time, you can assign different roles with dedicated permissions to individuals across your organization. This can be done upon invite or from the User Detail flyout.
Types of user roles
- Owner - The “Org Owner” is the super-admin. They have visibility of the org, including all users, and edit access for all registered card accounts and sub-accounts across the company. Owners can view virtual card numbers for cards directly issued to them.
- Admin - An Admin(s) is typically the main delegate for the Org Owner. They can invite users, manage roles, and configure policies. They have full visibility and edit access for all registered card accounts and sub-accounts across the company. Admins can view virtual card numbers for cards directly issued to them.*
- Bookkeeper - The Bookkeeper is an individual who requires view-only access to select accounts to export transactions and manage reconciliation tasks (e.g. accountant, AP manager). They can be granted access to view all accounts and activity in the org, or selective access to a subset of accounts. Bookkeepers can view virtual card numbers for cards directly issued to them.
- Card Manager - A Card Manager is an individual who requires the ability to register a credit card account, or be given access to one in order to create virtual cards and budgets. They may also be granted access to other accounts in the organization at the discretion of the Owner. Card Managers can view virtual card numbers for cards directly issued to them.
- Member - Members are typically employees of your company who need to make purchases but do not require advanced admin capabilities. Members can view virtual card numbers for cards directly issued to them.
- Guest - The Guest Role is intended for temporary employees (e.g. interns, contractors) or interview candidates who may need to receive a virtual card to cover a payment, but they do not require insight into other org activity. Guests can view virtual card numbers for cards directly issued to them.
Permissions by user role
Below are select permissions for each role. Click here to view the full list of permissions.
Note: the term accounts in the table below is referencing PaymentNet Accounts.