There are three roles in Divvy: admins, budget owners ("owners"), and budget members (also frequently referred to as “spenders”). Here’s what each role can do:

Administrators

Admins in your organization have access to the full web application so they can manage your company in Divvy. Admins can:

  • Add or retire people
  • Reset Multi-Factor Authentication for people
  • Configure and manage the QuickBooks Online (QBO) integration
  • Create budgets
  • Assign budget owners and members to budgets
  • See, review, and lock all company transactions
  • Export transaction data
  • View and download credit statements
  • Sign up for new products (e.g. Reimbursements)
  • Add, update, and delete custom fields
  • Connect bank accounts
  • Make payments and access payment history
  • See historical spend data
  • Request credit increases
  • See all virtual cards created by employees

Budget Owners

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 budget name and limits on individuals and cards within the budget
  • Create vendor cards associated with budgets

Budget Members

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.

Note: A person may have one or more of these roles in Divvy.

If you need to change a team member's role, check out this article.

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