Roles

Roles are global permissions you set for each user in your organization.

Administrator

Administrators ("admins") in your organization have full access to everything so they can manage your company in Divvy. Admins can:

  • See, review, and lock all company transactions

  • Export transaction data

  • See historical spend data

  • Create budgets

  • Assign budget owners and members to budgets

  • Order physical cards

  • Create virtual cards

  • See all virtual cards created by employees

  • Add or retire people

  • Reset Multi-Factor Authentication for people

  • View credit information

  • Request credit increases

  • View and download credit statements

  • Make payments and access payment history

  • Add, update, and delete custom fields

  • Configure and manage accounting integrations

  • Connect bank accounts

  • Sign up for new products (e.g. Reimbursements)

Bookkeeper *COMING SOON*

Bookkeepers are able to view and edit all transactions. They can be added to budgets as owners or members if you want them to have access to funds. Bookkeepers can:

  • See, review, and lock all company transactions

  • Export transaction data

  • See historical spend data

  • View their own budgets

  • View their own cards

Member

Members in your organization can only see their own information. If they are added to budgets as either owners or members (see below), they will be able to spend from those budgets. Members can:

  • See and review their transactions

  • View their own budgets

  • View their own cards

Attributes

In addition to roles, you can make any user a budget owner and/or budget member.

Budget Owner

Budget owners (“owners”) are created by admins and are assigned to budgets in order to manage funds and members. Owners can:

  • Send funds to budget members

  • Approve and decline fund requests

  • Add or remove members from budgets

  • Update name and limits on individuals and cards within the budget

  • Create vendor cards associated with budgets

  • See, review, and lock all transactions within the budget

Budget Member

Budget members (“members”) are assigned to specific budgets in Divvy. Members can request funds in the budgets they are added to. All transactions made by Members may be seen by both Owners and Admins. Budget members can:

  • Request funds

  • Spend using the funds assigned to them within the budget

  • Create virtual cards

  • See and review their transactions

If you need to change someone's attribute within a budget, check out this article.

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