How to add a new admin to the platform?

Table of contents

1. How to add a new admin to the platform

2. Roles

3. Roles guideline

This guide will walk you through the process of adding a new administration panel member to ensure they are properly set up and ready to collaborate within your system. He will be able to manage corporation cards.

How to add a new admin to the platform?

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!

Does each functionality has the same rights?

Roles guideline

Functionality	Corporate Administrator	Corporate Manager	Accountant
Make Transfers	Yes	X	X
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

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