As an Admin, go to Settings > Organisation > Members to invite members and assign roles.
Select a role upon invitation
By default, invited users will be assigned a Requester role, which can be combined with other roles once the invitation has been accepted.
Additionally, administrators can assign multiple roles to a user to customize their access for different organizational needs.
It's also possible to choose the user's role upon invitation just like in this example:
Edit a role
Account Owners and Administrators can update a user's role after they've been invited.
Important: Once the invitation is sent, only Account Owners can assign the "Admin" role to a user. Administrators cannot grant the "Admin" role after the invitation.
Administrators can only manage role adjustments other than the 'Admin' role assignment, which is exclusive to Account Owners.
Go to Settings > Organisation > Members and select the user whose role you want to edit.
Click on Edit profile > Roles, then choose the roles you want to assign.
Role Overview
Account Owners Account Owners have full access to the platform. There is only one Account Owner per company. To change the Account Owner, see the guide here.
Administrators Administrators can set up the account. Their responsibilities include:
Updating spending policies and cost centers
Inviting users or removing team members
(...)
Controllers Controllers oversee all accounting-related features. They can:
View all requests and payments
Check the account balance
Extract account statements
Set up accounting codes
Send receipt reminders
(...)
Requesters Requesters have limited access and can only make payments and requests.- Cost Center Owner/Co-Owner Every cost center can have one Owner and one Co-Owner who hold full visibility and management rights. Note: Delegated approval rights cannot be reassigned to other users, ensuring the hierarchy remains intact.
FAQ
Q1: Who can assign the "Admin" role to a user?
Only Account Owners can assign the "Admin" role after the invitation is sent.
Q2: Can Administrators edit their own role?
No, Administrators cannot modify their own role or assign themselves new roles.
Q3: How do I check the roles of all users?
You can see all user roles in Settings > Members.
Delegation of Approval Rights
Spendesk supports the delegation of approval rights under specific conditions:
Collaborators with delegated approval rights cannot delegate these rights further.
This restriction ensures a clear and secure validation hierarchy.
Granting Similar Permissions to New Users
If you wish to grant a new team member similar permissions as an existing user:
Go to Settings > Members and click Invite a Member.
Enter the new member's name and email address.
Assign them the same role(s) as the existing user.
Optionally, grant access to the same entities or cost centers as applicable.