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  1. FAQ - Spending card
  • December 22, 2022 21:38
  • Updated

How to assign spending card administrative access

Goal:

  • how do I give permission for spending card reconciliation? 

 

Steps:

  1. On the left-hand navigation bar, select Settings
  2. Under the Set up & Manage section, select Manage Users
  3. Locate and select the user you'd like to assign the permission settings to
  4. Select the Roles & Permissions  tab located at the top of the screen below the user's name 
  5. Select Edit Permissions 
  6. Select the checkbox beside spending card 
      • To assign granular permissions, select the arrow best spending card and select the check box for Manage Cards or Reconcile Transactions 
  7. Select Apply to confirm the update. 

 

Additional Information:

  • How to generate a spending card monthly statement 
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