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.
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.
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 (they're the "big boss"). There is only one Account Owner per company.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.
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.