How to Manage Accounts and Roles in Spendesk
Managing accounts and roles efficiently in Spendesk ensures that organizations can handle their financial processes effectively. This guide will walk you through creating new accounts for different business structures and managing multiple roles to maintain flexibility and administrative control.
Overview of Accounts and Roles
Spendesk provides several account roles, such as Admin, Requester, and Account Owner, which enable users to manage tasks based on their responsibilities. Proper management of these roles ensures smooth organizational flow.
Adding Accounts for New Structures
You can create a Spendesk account for another business structure by following these steps:
Click on the name of your current entity at the top left corner.
Select the option to "Add a new account".
After creating the account, you can assign additional administrators in the member settings. This step ensures appropriate access control and delegation of tasks.
Managing Multiple Roles and Accounts
If you wish to create an additional role (e.g., Requester) for yourself or another user, without losing admin access, take the following steps:
Go to Settings > Organization > Members > Invite New Members.
Send an invitation by email, ensuring that a different email address is used than the one already associated with your admin account.
This method maintains both roles (Requester and Admin) as active roles, ensuring no loss of functionality.
Best Practices for Role Management
Always use separate email addresses to distinguish roles and accounts for clarity and seamless operation.
Regularly review and update member settings to ensure correct role assignments.
When managing multiple entities, ensure that each structure has its own dedicated administrative team for streamlined operations.
By following these steps and recommendations, users can efficiently manage roles and accounts within Spendesk to suit their organizational needs.