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How do I assign a department leader in Spend Management?

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

  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 a department lead.
  3. Open the drop-down menu in the Actions column and select View user details.
  4. 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.
  5. Choose to give them View-only access or Full Access.
  6. 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?