An account owner or admin can change a user to an admin in Spend Management. A department lead cannot create, view, or edit an admin user.
Adding or editing a user to configure them as an admin in Spend Management
- When adding a user: During the process of adding a new user’s details, select the option Allow this user administrator account access under Account access.
- In the table displayed, select the necessary access permissions—Full access, View only, or No access—for each section of the Spend Management platform.
- Click Next and continue to create the new user.
Editing a current user
- Select Users in the Spend Management app.
- Search the users list and select the name of the user you want to make an admin.
- Click User details from the side menu.
- Select the option Allow this user administrator account access under Account access.
- In the table displayed, select the necessary access permissions—Full access, View only, or No access—for each section of the Spend Management platform.
- Click Save changes.
Note: Admins cannot be assigned to a department.
Please see the article What permissions can admins have in Spend Management for a list of what the sections and access permissions provide an administrator.