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:
See historical spend data
Add or remove people
Add, update, and delete custom fields
Configure and manage accounting integrations
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 historical spend data
View their own cards
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:
View their own cards
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:
Approve and decline fund requests
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:
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.
If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.