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What permissions can a department leader have in Spend Management?

Permissions control which areas of Spend Management are visible to a department leader (lead) and what actions are allowed. Leads only have access to users and cards within their assigned department.

Permissions type

Full access

View only

Users and permissions

Leads can view, edit, or delete users’ information. 

Leads cannot add, edit, and remove administrators. 

Leads have read-only access to users’ profiles.

Cards

Leads can:

  • View and edit assigned cards and card controls.
  • Approve, edit, or deny approval requests. 

Leads cannot:

  • Cancel anyone cards.
  • Edit permissions for their own card(s).
  • View or access administrators details.

Leads have read-only access to users’ cards.

More information

  • Full Access – This grants the department lead similar permissions as an administrator with some exceptions. These permissions are limited to their department only.
  • View Only – Department leads can view the section but cannot take any action.

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