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:
Add or remove people
Add, update, and delete custom fields
Approve and deny reimbursements
Configure and manage accounting integrations
Edit, delete, filter, and export reimbursements
See historical spend data
Sign up for new products (e.g. Reimbursements)
Auditor
Auditors can view and export information from a Divvy account, but cannot edit data or manage settings. Auditors can:
View budgets
View people in an account
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
See historical spend data
View account budgets, including budget history, roster, and funds
View their own cards
* - 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 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:
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.
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.