Jeeves offers four distinct user roles to provide different levels of access and functionality within the platform. These roles are:
Admins
Admins have the highest level of access and can utilise all of Jeeves' functionalities.
They have complete access to Jeeves Cash, Jeeves Pay, and expenses products, as well as integrations and settings.
Admins can view and control expenses, make payments, invite users, assign roles and cards, manage permissions, and delete users. Additionally, Admins have the ability to change the default funding source from a self-funded account to credit.
We recommend assigning the admin role to finance executives who need to oversee expenses and payments, as well as system admins responsible for user management and configuration.
Finance
Finance Team Members have a middle-ground role between Employee and Admin, designed for finance and operations staff who need hands-on access to spend management without full admin privileges. An Admin can assign them any combination of the following permissions: creating physical and virtual cards and viewing card transactions, managing Accounts Payable vendors and bills, and handling reimbursements. Each permission can be toggled independently based on what each person needs. This role has no access to admin-only settings such as company settings, billing, integrations, or user management.
Employees
Employees have limited access to their cards and spending activity. By default, they cannot create cards but can only spend using the cards that have been created for them. Employees can view their transactions and add memos or receipts to these transactions. However, permissions in Teams can be adjusted to allow employees to create cards if needed.
Bookkeepers
Bookkeepers have a read-only view of Jeeves Cash, Jeeves Pay, and expenses products. They do not have spending capabilities but can access and review transactions within the platform. Bookkeepers also have access to accounting integrations to facilitate their bookkeeping tasks.
How to change a user role
User roles can be assigned when inviting a new user to the platform or can be modified within the Teams section of Jeeves. If you have already invited the user to the platform, you can change their assigned role at any time by following these simple steps:
- Log in to your Jeeves account and navigate to your dashboard. Select the Teams tab.
- Find and select the user for whom you want to change the role. A small tab will open on the side displaying the user's information.
- Click on the edit button located in the top right corner of the tab.
- In the tab, you will see the user's current assigned role. Click on the drop-down menu next to it to switch to a different role.
- After selecting the desired role, save the changes to see the new role assigned to the user.
By following these steps, you can easily change a user's role in Jeeves and ensure their access and permissions align with their responsibilities.
We hope this article has provided a clear understanding of the different roles available in Jeeves and their corresponding access and functionality. If you have any further questions or require assistance in managing user roles, please don't hesitate to reach out to our support team.