This article is part of the Commercial Rewards Card free plan guide or Commercial Rewards Card paid plan guide, or both. You can navigate back to each guide with the previous links and take the next onboarding steps.
Purpose
This article describes the different roles that users can have on the TravelBank platform and how those roles affect travel and expense policies.
Audience
This article is directed toward administrators with a free TravelBank expense and travel management account.
View and manage user roles and permissions
To view and manage your organization’s user roles and permissions, go to the employee directory:
Select “Company Settings” from the TravelBank left navigation menu > “Employees” > “Employee Directory”
The following Table 1 lists the various user roles and the advanced permissions associated with each role.
Table 1. User roles and permissions
Role | Advanced Permissions |
Employee/ general user/ cardholder (“None” in the user interface) |
|
Manager |
Note: Managers do not have access to view employee corporate card information, even for employees assigned to the manager. |
Finance* |
Note: Users with finance permissions cannot create or modify cards. They also do not have access to Company Settings (that is, they cannot add employees, run expense exports, or change expense or travel policies). |
Admin |
|
*Mark a finance user as approver for entire organization
To have the advanced permissions outlined in the previous table, a finance user must be marked as a “Finance Approver for Entire Organization.” This setting is required in order for finance users to take any corporate card-related actions for their organization, such as seeing payments.
To give a finance user this permission, review how to edit an employee record, and take the following steps:
Locate the employee record you want to change, then select the blue pencil icon at the far-right of the row (see Figure 1).
Figure 1. Edit icon to make changes to an existing employee record
This brings up a pop-up window with several fields of information related to the employee (see Figure 2).Figure 2. Edit Employee pop-up window
Select the “Advanced Permissions” field.
Select “Finance” from the dropdown checklist.
When you select “Finance”, a “Finance Approver for Entire Organization” checkbox appears (see Figure 3). Check the checkbox.
Figure 3. “Finance Approver for Entire Organization” checkbox
Select “Save” to save your changes.
Need help?
If you need help, contact the TravelBank support team:
Email support@travelbank.com.
From the website or mobile app: Open the left navigation menu and select “Chat with us”.
Publish date: NA
Last update: April 20, 2024