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      Team Roles and Permissions
      • 29 Oct 2024
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      Team Roles and Permissions

      • Updated on 29 Oct 2024
      • 1 Minute to read
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      Article summary

      Team Roles

      Member: View/edit their own expenses, no budgeting, CSV exports only
      Manager: View/edit all expenses, create shared reports, view/edit budget, all exports
      Admin: All of the above, invite users, change user roles (except for other admins/owner), & modify workspace settings

      Generally, workspaces will have their own vendors, categories, payment methods, and teams. This will help you decide if you need multiple workspaces or one workspace to manage data.

      The following will always be shared in the workspace:

      • Categories

      • Vendors

      • Clients

      • Saved locations (Trips)

      Manage and Invite Users

      Mobile App

      There are several ways to access the "Manage and Invite Users" screen:

      Manage Users Screenshot.png

      From the Dashboard

      1. Tap "Dashboard"

      2. Tap "Manage Users"

      From Settings

      1. Tap the gear icon (top left)

      2. Tap "Workspace"

      3. Select your workspace (top right)

      4. Tap "Manage and Invite Users"

      From the Workspaces tab

      1. Tap the Workspace (top right)

      2. Tap "Settings"

      3. Select your workspace (top right)

      4. Tap "Manage and Invite Users"

      To change a user's role

      1. Tap "Manage and Invite Users"

      2. Tap the user

      3. Select their role

      To remove a user from the workspace

      1. Tap "Manage and Invite Users"

      2. Tap the user

      3. Tap "Disable User"

      Disabling a user will remove them from your workspace. This will not remove the data they have added to your workspace.

      To make workspace "members" only see their own payment methods

      Members will see all payment methods in the workspace by default. However, you can change this in the workspace settings.

      1. Tap the gear icon (top-left)

      2. Tap "Workspace"

      3. Tap "Hide Payment Methods"

      4. Tap True

      Web App

      To change a user's role

      1. Open the web app

      2. Click on "Manage team”

      3. Select the user you want to edit

      4. Select their role

      To remove a user from the workspace

      1. Open the web app

      2. Click on “Manage team”

      3. Select the user you want to remove

      4. Click on “Disable”

      5. Confirm the removal

      Disabling a user will remove them from your workspace. This will not remove the data they have added to your workspace.

      To make workspace "members" only see their own payment methods

      1. Open the web app

      2. Click on “Settings”

      3. Click on “Workspace”

      4. Untick the “Share Payment Methods” option

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