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.

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:

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:

* - 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:

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.


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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