A business owner or administrators with full access can change a user to a department leader (lead) in Spend Management. Please note, this feature is only available with the Pro Plus plan.
To assign a department lead in Spend Management
- 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.
- Select Users and choose the employee you want to change to a department lead.
- Open the drop-down menu in the Actions column and select View user details.
- Locate the Department tile and mark the check box next to Make this user the department lead.
Important: If the user hasn’t previously been assigned to a department, use the drop-down menu to choose one for the user.
- Choose to give them View-only access or Full Access.
- Select Save changes.
More information
Department leads must be assigned to a department.
See also: What permissions can a department leader have in Spend Management?