What are the user roles in Divvy?

Here is a breakdown of the roles at Divvy, including different attributes. This article will cover what these roles are and what their functionality and limitations are as well.

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:

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 remove 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

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
Make payments*
Edit custom fields and manage accounting integrations*

* - 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 users's own transactions, cards, and application.

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

Budgets

	Admin	Bookkeeper	Member
View transactions (including declined transactions)	Yes	Yes	Limited
Assign budget owners and members to budgets	Yes	No	No
View their own budgets	Yes	Yes	Yes
View budgets they are not owners of	Yes	No	No
View budget virtual cards	Yes	No	No
Create and edit budget virtual cards	Yes	No	No
Send funds	Yes	No	No

Cards

	Admin	Bookkeeper	Member
Order physical cards	Yes	Limited	Limited
Replace physical cards	Yes	Limited	Limited
Create virtual cards	Yes	Limited	Limited
See all virtual cards created by employees	Yes	No	No
View everyone's card information	Yes	No	No
View their own cards	Yes	Yes	No
Freeze cards	Yes	No	No

Credit

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

People

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

Reimbursements

	Admin	Bookkeeper	Member
Enable Reimbursements	Yes	No	No
View Reimbursements	Yes	No	No
Create Reimbursement*	Yes	Optional	Optional
Approve, edit, and delete reimbursements	Yes	No	No
Mark reimbursements as paid	Yes	No	No

*- Applies only if you're in a budget.

Transactions

	Admin	Bookkeeper	Member
Create and edit budgets	Yes	No	No
Lock Transactions	Yes	Yes	No
Edit expense categories/coding and attach receipts	Yes	Yes	Limited
Filter, split, dispute, and export transactions	Yes	Yes	Limited
Change the budget for transactions	Yes	Yes	Limited
Review Transactions*	Yes	Yes	No
See historical spend data	Yes	Yes	No

Miscellaneous

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

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 company transactions

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.

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