Account Admin
They have full access to manage the wallet and transfer funds, handle financial approvals, manage settings, activate and deactivate cards, view the dashboard, and review the details of the company's financial operations. In addition, they can track their own expenses, add invoices, add or delete users, and modify user permissions.
Auditor
They have permission to view financial operations, transfers, expenses, and all invoices for auditing purposes. However, they cannot create cards or perform any financial transactions.
Employee
They have the authority to view their transactions, upload receipts, create and activate their own cards, and request funds.
Accountant
They can view the full list of the company's transactions, with the ability to edit and export them. Additionally, they can issue cards for their own use and manage those cards.
Permissions are based on user type - Detailed Breakdown
TYPE OF USER: | Account-Admin/Owner | Account-User | Auditor | Accountant |
Dashboard | View (Company level) | View (User Level) | View (Company level) | View (Company level) |
Wallet | View | No Access | View | View |
Card Program | View/ yes | No Access | Yes | Yes |
Show Card Program details and balance | View / yes | No Access | Yes | Yes |
Show Card Program Transactions (fund and card activity) | View / yes | No Access | Yes | Yes |
Show Card Program Transaction details | View/ yes | No Access | Yes | Yes |
Deposit from company IBAN account to card program | Yes | No Access | No Access | Yes |
Transfer Between card program | Yes | No Access | No Access | Yes |
Withdraw from card program to company IBAN account | Yes | No Access | No Access | Yes |
Transactions | View (Company level) | View (User level) | View (Company level) | View (Company level) |
Show Transaction | Yes | Yes | No Access | Yes |
Show Transaction Details | View/ Yes | No Access | Yes | Yes |
Add Receipt | Yes (for all users) | No Access | No | Yes |
Replace Receipt | Yes (for all users) | No Access | No | Yes |
Add Tag | Yes (for all users) | No Access | No | Yes |
Edit Tag | Yes (for all users) | No Access | No | Yes |
Add Description | Yes (for all users) | No Access | No | Yes |
Edit Description | Yes (for all users) | No Access | No | Yes |
Create Split | Yes (for all users) | No Access | No | Yes |
View Split details | Yes | Yes | No | Yes |
Edit Split Invoice | Yes (for all users) | No Access | No | Yes |
Export Transactions list in transaction view | Yes | No Access | Yes | Yes |
Upload attachment | Yes (for all users) | No Access | View | Yes (for all users) |
Delete attachment | Yes | Yes | No Access | yes |
Edit attachment | Yes | Yes | No Access | yes |
Cards | Yes | Yes | No Access | Yes |
Create Virtual Card | Yes | Yes | No Access | Yes |
Create Physical Card | Yes (for all users) | Yes | No Access | Yes |
Show pin for plastic card | Yes | Yes | No Access | Yes |
Change pin for plastic card | Yes | Yes | No Access | Yes |
Activated Virtual Card | Yes (for all users) | Yes | No Access | Yes |
Activate Physical Card | Yes | Yes | No Access | Not yet |
Show Card details Page | Yes | Yes | No Access | Yes |
Suspend Card | Yes (for all user) | Yes | No Access | Yes |
Terminate Card | Yes (for all user) | Yes | No Access | Yes |
Card load | Yes (for all user) | No | No Access | No Access |
Card unload | Yes (for all user) | No | No Access | No Access |
Show card info | Yes | Yes | No Access | Yes |
Show all lists of card under his account | Yes (for all user) | Yes | No Access | Yes |
Card Transaction | Yes (for all user) | Yes | No Access | Yes (for all user) |
Statement action | Yes (for all user) | Yes | No Access | Yes (for all user) |
Export transactions list under the card | Yes (for all user) | Yes | No Access | Yes (for all user) |
Card control for virtual or plastic cards | Yes (for all user) | Yes | No Access | Yes |
Assign name and change color for virtual card | Yes (for all user) | Yes | No Access | Yes |
Request money | Yes | Yes | No Access | Yes |
Requests | View | View | View | View |
Create new requests | Yes | Yes | No Access | Yes |
Edit Request (only pending status) | Yes before approve or reject | Yes before approve or reject for his request only | No Access | Yes, his request only ( on the pending tab ) before approval or rejection. but he can't edit users requests only for view ( on approve and reject tabs ) |
View requests | Yes All Request | Yes his request only | View (company level) | Yes his request only ( on the pending tab ) |
View Approved Requests | Yes All Request | Yes his request only | View (company level) | Yes All Request |
View Rejected Request | Yes All Request | Yes his request only | View (company level) | Yes All Request |
Approve or reject Requests | Yes All Request | No Access | No Access | No Access |
Users | Yes | No Access | No Access | No Access |
Add User | Yes | No Access | No Access | No Access |
Edit User | Yes | No Access | No Access | No Access |
View Details | Yes | No Access | No Access | No Access |
Suspend user | Yes but they can’t suspend Account Owner or Admin | No Access | No Access | No Access |
Reactivate user after suspend | Yes | No Access | No Access | No Access |
Deactivate user | Yes | No Access | No Access | No Access |
Reactivate after deactivate user | Yes | No Access | No Access | No Access |
View Users Cards | Yes | No Access | No Access | No Access |
View Transaction under the card | Yes | No Access | No Access | No Access |
Card unload / withdraw | Yes | No Access | No Access | No Access |
Card load - topup | Yes | No Access | No Access | No Access |
Statement action | Yes | No Access | No Access | No Access |
Resend Activation for new user (the status should be pending only) | Yes | No Access | No Access | No Access |
Change for the cards | Yes | No Access | No Access | No Access |
Edit user type | Yes | No Access | No Access | No Access |
Company Profile | Yes | No Access | No Access | No Access |
Show compnay address | Yes | No Access | No Access | No Access |
Edit Company Address | Yes | No Access | No Access | No Access |
About company | View | No Access | No Access | No Access |
Add funding method | Yes | No Access | No Access | No Access |
Show company agreement | Yes | No Access | No Access | No Access |
User Profile | Yes | Yes | Yes | Yes |
Change Password | Yes | Yes | Yes | Yes |
Edit User Address | Yes | Yes | Yes | Yes |
Show user agreement | Yes | Yes | No Access | Yes |