What are the user roles in Divvy?

There are four primary user roles that can be assigned to any user in Divvy: admin, auditor, bookkeeper, and member. The assigned user role determines what actions they are able to take in the Divvy platform. Additionally, any users can be given the attribute of budget owner or budget member, which determines actions they can take within a budget. Learn how to find your user role or budget attribute in Divvy.

You can also assign managers to users in Divvy. Depending on company settings, assigned managers can approve transactions and reimbursement requests.

Roles
Chart of Roles and Permissions
Attributes
- Budget Owner
- Budget Member

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:

Add or remove people
Add, update, and delete custom fields
Approve and deny reimbursements
Assign budget owners and members to budgets
Configure and manage accounting integrations
Connect bank accounts
Create budgets
Create virtual cards
Edit, delete, filter, and export reimbursements
Export transaction data
Make payments and access payment history
Order physical cards
Request credit increases
Reset Multi-Factor Authentication for people
See all virtual cards created by employees
See historical spend data
See, review, and lock all company transactions
Sign up for new products (e.g. Reimbursements)
View and download credit statements
View credit information
View details for all cards

Auditor

Auditors can view and export information from a Divvy account, but cannot edit data or manage settings. Auditors can:

Bookkeeper

Bookkeepers are able to view and edit all transactions. By default, bookkeepers can view active and retired budgets in an account. They can also be added to budgets as owners or members if you want them to have access to funds. Bookkeepers can:

Edit custom fields and manage accounting integrations*
Edit, delete, filter, and export reimbursements
Export transaction data
Make payments*
See historical spend data
See, review, and lock all company transactions
View their own budgets
View account budgets, including budget history, roster, and funds
View their own cards
View some details for cards in their company

* - Managed from the individual user's settings page

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:

Roles & Permissions Charts

View the charts below to find the permissions each user has within various Divvy features.

Limited = Only applicable to the user's own transactions, cards, and application.

Option = User may have been given special permissions for these features.

Budgets

	Admin	Auditor	Bookkeeper	Member
Assign budget owners/members to budgets	Yes	No	No	No
Create and edit budgets	Yes	No	No	No
Create and edit vendor cards	Yes	No	No	No
Send funds	Yes	No	No	No
View budget virtual cards	Yes	Yes	No	No
View all account budgets, budget rosters, budget history, and funds	Yes	Yes	Yes	No
View their own budgets	Yes	Yes	Yes	Yes
View transactions (including declined transactions)	Yes	Yes	Yes	Limited

Cards

	Admin	Auditor	Bookkeeper	Member
Activate physical cards	Yes	No	Limited	Limited
Create virtual cards	Yes	No	Limited	Limited
Freeze cards	Yes	No	No	Limited*
Order physical cards	Yes	No	Limited	Limited
Replace physical cards	Yes	No	Limited	Limited
See all virtual cards created by employees	Yes	No	No	No
View card information	Yes	No	Yes	No
View their own cards	Yes	Yes	Yes	No

*- Members cannot unfreeze their own cards if the card was frozen by an admin.

Credit

	Admin	Auditor	Bookkeeper	Member
Make payments and access payment history	Yes	No	No	No
Manage credit line payments	Yes	No	No	No
Request credit increase	Yes	No	No	No
View credit information	Yes	No	No	No
View and download credit statements	Yes	Yes	Yes	No

People

	Admin	Auditor	Bookkeeper	Member
Add, update, or remove people	Yes	No	No	No
Invite people	Yes	No	Optional	Optional
Reset MFA	Yes	No	Limited	Limited
View People page	Yes	Yes	No	No

Reimbursements

	Admin	Auditor	Bookkeeper	Member
Approve and deny reimbursements	Yes	No	No	No
Create reimbursements	Yes		Optional	Optional
Edit and delete reimbursements	Yes	No	Yes	No
Enable Reimbursements	Yes	No	No	No
Mark reimbursements as paid	Yes	No	Yes	No
View Reimbursements page	Yes	Yes	Yes	No

*- Applies only if user is in a budget.

Transactions

	Admin	Auditor	Bookkeeper	Member
Attach receipts	Yes	No	Yes	Limited
Change the budget for transactions	Yes	No	Yes	Limited
Create and edit budgets	Yes	No	No	No
Dispute transactions	Yes	No	Yes	Limited
Edit expense categories/coding	Yes	No	Yes	Limited
Filter and export transactions	Yes	Yes	Yes	Limited
Lock transactions	Yes	No	Yes	No
Review transactions	Yes	No	Yes	No
See historical spend data	Yes	Yes	Yes	No
Split transactions	Yes	No	Yes	Limited

Miscellaneous

	Admin	Auditor	Bookkeeper	Member
Add, update, and delete custom fields	Yes	No	No	No
Configure and manage accounting integrations	Yes	No	No	No
Connect bank accounts	Yes	No	No	No
Role available on Divvy mobile app	Yes	Yes	Yes	Yes
Sign up for new products	Yes	No	No	No
Sync accounting integrations	Yes	No	Yes	No
View or edit company settings	Yes	No	No	No

Attributes

Budget Owner

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

Add or remove members from budgets
Approve and decline fund requests
Create vendor cards associated with budgets
See, review, and lock all company transactions
Send funds to budget members
Update name and limits on individuals and cards 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:

Create virtual cards
Request funds
See and review their transactions
Spend using the funds assigned to them within the budget

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

Manager

You can assign a manager to any user from that user's settings page or in bulk from the People page. Managers can approve transactions and reimbursement requests, if company settings include managers as part of the approval flow for transactions or reimbursements.

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.