Yup. It’s fairly simple.
Owner: It’s in the name! You’re essentially a registered Director of the Company. You have full control of your Open Account which means you can literally do everything. Stuff like:
Add/delete teammate and set their roles (Admin or Employee)
Do monetary transactions
View and download all kinds of reports
Approve transactions (or actions) from Admins and Employees
Issue cards to Admins and Employees
and a lot more.
P.S.: There can be only one Owner.
P.P.S: An Owner can’t be changed or deleted once the Open Account is created.
In case you need to change/delete an Owner, drop a line at email@example.com.
Admin: Even simpler. An Admin can do everything that an Owner can. But, here are 2 things to keep in mind:
An Admin can only be added after the Owner and the Company Board has signed & uploaded a Board Resolution.
An Admin can delete other Admins as per the company’s policies but can never delete the Owner.
That’s all! :D
Manager: This is the 3rd role in a ‘Team’ which is assigned to department heads and has an overview of his team-mates.
A Manager can be added by the Owner or Admin for smooth functioning of operations.
A Manager can view expenses of his team-mates and also approve their transactions.
Basically Manager is an Employee with some rights. That’s all! :D
Employee: This is the 4th and final role in a ‘Team’. As an employee, you can do a bunch of things. You can:
File cash expenses
Create new expense reports
Add expenses to existing reports
Send expense reports to your manager (an Admin) for reimbursements
Add/edit bank account details to which you want to receive your reimbursements
That’s about it. Got more questions? Shoot us an email at firstname.lastname@example.org. We read and answer every email that comes our way; no joke there!