KNOWLEDGE BASE

How do I change a user to an administrator in Spend Management?

A business owner or existing administrators with full access can change a user to an administrator in Spend Management.

To change a user to an administrator in Spend Management

  1. Select the central bill account. Then choose Go to Spend Management.
    Note: For individually billed accounts, select the business owner’s card instead of the centrally billed account.
  2. Select Users and choose the employee you want to change to an administrator.
  3. Open the drop-down menu in the Actions column and select View user details.
  4. Locate the Permission tile and turn on the toggle button next to Make this user an administrator. 
  5. Choose to give Full access, View only, or No access to the following items:
    • Users and permissions
    • Cards
    • Transactions and accounting settings
  6. Select Save changes.

More information