KNOWLEDGE BASE

How do I assign a department leader in Spend Management?

If you’re a business owner or administrator with a Spend Management Pro Plus plan, you can assign a department leader. You can specify whether that person has read-only or full access to users’ information and cards.

To assign a department leader using online banking and the U.S. Bank Mobile App

  1. Select your U.S. Bank Business Altitude™ Power Card account, then choose Go to Spend Management (found in the Spend Management tile).
  2. Choose the person you’d like to assign as a department leader (found in the Users section), then select User details.
  3. Mark the checkbox for Department Lead then choose either Full Access or Read Only access.
  4. Select Save changes

More information

Read-only access: This lets a leader see users’ profiles and cards in their assigned department.

Full access: This allows a leader to view, edit, and delete users’ information. They can also view and edit assigned cards. The leader cannot cancel cards; an owner or administrator needs to do this.

Important: Department leaders cannot view, or access other administrators details within Spend Management. They also can’t edit permissions for their own card(s).