This guide will walk you through the process of adding a new admin to ensure they are properly set up and ready to collaborate within your system.
To add a new admin to the platform click ‘Add staff member’ in a staff member tab.
MANAGEMENT -> STAFF MEMBERS -> ADD STAFF MEMBER
You will be redirected to the new tab, where you need to fill a form with information about your new admin.
Full name, email and a role you want to assign to them.
Corporate Admin: This is the top-tier role in the Company. The Corporate Administrator has comprehensive control over all corporate functionalities, including managing groups and portal operators, assigning cards, and viewing all corporate details.
Corporate Manager: Similar to the Corporate Administrator, but Corporate Manager lacks the ability to add or manage portal users, groups and limits. This role focuses on assigning and limiting cards.
Accountant: Read-only role. Accountant can view assigned cards, transactions, and approvals only within their own group and groups below. Accountants cannot view or interact with higher-level approvals.
(Full guideline about the roles added below)
Additionally you can assign a group to the new member. This helps organizing their permissions and access based on the group’s hierarchy.
If everything went successfully, they will receive a confirmation email on provided address, also with the option to set a password. Your new staff member is officially ready to work!
Functionality | Corporate Administrator | Corporate Manager | Accountant |
View and read card limits | Yes | Yes | X |
Add/Edit card limits | Yes | Yes | X |
Add new corporate operator, manage operators | Yes | X | X |
Assign, view, lock/unlock, remove cards from the cardholder from own group or group below | Yes | Yes | X |
Accept/decline approval from group below | Yes | Yes | X |
Edit existing approval from own group | Yes | Yes | X |
Add new group | Yes | X | X |
Reset password for group members | Yes | Yes | X |
Create new group | Yes | X | X |
View approvals/cards from own group or group below | Yes | Yes | Yes |
View all assigned cards and approvals | Yes | Yes | X |
View own group and groups below, view group members | Yes | Yes | X |
View all groups | Yes | Yes | X |
