Goal:
- how do I give permission for spending card reconciliation?
Steps:
- On the left-hand navigation bar, select Settings
- Under the Set up & Manage section, select Manage Users
- Locate and select the user you'd like to assign the permission settings to
- Select the Roles & Permissions tab located at the top of the screen below the user's name
- Select Edit Permissions
- Select the checkbox beside spending card
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- To assign granular permissions, select the arrow best spending card and select the check box for Manage Cards or Reconcile Transactions
- Select Apply to confirm the update.