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FAQ - Spending card
How to assign spending card administrative access
How to assign spending card administrative access
Updated over a week ago

Goal:

  • how do I give permission for spending card reconciliation?

Steps:

  1. Navigate to Settings → Manage Users

  2. Select the applicable user.

  3. Select the Roles & Permissions tab located below the user's name

  4. Select Edit Permissions

  5. Using the checkbox, select Spending card

    • 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.

Additional Information:

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