Roles: Admin, Accountant and Employee
What each role can see and do.
The three roles
Everyone on your team has one role in each organization they belong to.
- Admin
- Full access: team, organization, billing, integrations, contacts, categories, merchants, and deleting receipts.
- Accountant
- Works the books: sees every receipt, edits, approves and exports them, reads reports, and manages categories, merchants and export layouts.
- Employee
- Sends in receipts and sees only their own.
People who only forward receipts by email are not on the team at all. They are contacts and have no account; see Contacts.
Who can do what
| Task | Admin | Accountant | Employee |
|---|---|---|---|
| Add receipts | |||
| See everyone’s receipts | |||
| See the dashboard and reports | |||
| Edit receipts | |||
| Approve and reject receipts | |||
| Export receipts | |||
| Reopen a receipt that was already exported | |||
| Delete receipts | |||
| Manage categories, merchants, custom fields and export layouts | |||
| Manage contacts | |||
| Manage the forwarding address and unknown senders | |||
| Invite people and change their role | |||
| Rename or delete the organization | |||
| See the plan and invoices |
- Add receiptsAdminAccountantEmployee
- See everyone’s receiptsAdminAccountantEmployee
- See the dashboard and reportsAdminAccountantEmployee
- Edit receiptsAdminAccountantEmployee
- Approve and reject receiptsAdminAccountantEmployee
- Export receiptsAdminAccountantEmployee
- Reopen a receipt that was already exportedAdminAccountantEmployee
- Delete receiptsAdminAccountantEmployee
- Manage categories, merchants, custom fields and export layoutsAdminAccountantEmployee
- Manage contactsAdminAccountantEmployee
- Manage the forwarding address and unknown sendersAdminAccountantEmployee
- Invite people and change their roleAdminAccountantEmployee
- Rename or delete the organizationAdminAccountantEmployee
- See the plan and invoicesAdminAccountantEmployee
What employees see
Employees see only their own receipts:
- Receipts they added themselves.
- Receipts sent by a contact that an admin linked to them, for example their own personal email address. See Contacts.
They land on Receipts when they sign in and don’t see the dashboard, reports or settings.
Changing someone’s role
Admins choose a role when they invite someone and can change it at any time. See Invite and manage your team.
An organization always keeps at least one admin. Some Settings pages, such as Email and Custom fields, also depend on your plan, whatever your role.