Which are the different user roles available in the Aspire account?

Screenshot 2022-06-17 at 2.44.12 PMAn Admin user can assign any of the three available roles shown above. You may check further details on each role towards the end of this page: 

Admin

This user role is created to provide unrestricted access to the Aspire account. A Director as well as Non-Director could be an Admin. Below are the following actions that an Admin can do on the account:

  • Add or remove users
  • Transfer money
  • Create and manage budgets
  • Manage accounting integrations
  • View all the financial details of the account

Finance

This user role is more suited for the executives and finance team who can manage accounting, budgets, money transfers and view the financials of the account. For more convenience, we have divided this role into three parts:

  • Finance Transfer Rights - These users can make a transfer and approve submitted transfers for the account.
  • Finance Submit Rights - These users can only submit a transfer for approval. The account admin (or other assigned approvers) must approve the transfer for it to be sent.
  • Finance No Transfer/Submit Rights - These users are NOT allowed to make/submit any financial transfer.

Employee

This user role is ideal for team members or employees. Employee users will only be granted access to use the issued Aspire cards and will not be able to view the account balance.

Tip! You may immediately assign cards to your Finance and Employee users upon inviting them to your account. Users without cards can later be issued when required.


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