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.


Table of Contents


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:

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:

* - 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:

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:

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.

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