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title: Coming Soon | ||
description: Coming Soon | ||
title: User Roles | ||
description: Each member has a role that defines what they can see and do in the workspace. | ||
--- | ||
## Resource Coming Soon! | ||
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# Overview | ||
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This guide is for those who are part of a **Group Workspace**. | ||
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Each member has a role that defines what they can see and do in the workspace. Most members will have the role of "Employee." | ||
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# How to Manage User Roles | ||
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To find and edit the roles of group workspace members, go to **Settings > Workspaces > Group > [Your Specific Workspace Name] > Members > Workspace Members** | ||
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Here you'll see the list of members in your group workspace. To change their roles, click **Settings** next to the member’s name and choose the role that the member needs. | ||
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Next, let’s go over the various user roles that are available on a group workspace. | ||
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## The Employee Role | ||
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- **What can they do:** Employees can only see their own expense reports or reports that have been submitted to or shared with them. They can't change settings or invite new users. | ||
- **Who is it for:** Regular employees who only need to manage their own expenses, or managers who are reviewing expense reports for a few users but don’t need global visibility. | ||
- **Approvers:** Members who approve expenses can either be Employees, Admins, or Workspace Auditors, depending on how much control they need. | ||
- **Billable:** Employees are billable actors if they take actions on a report on your Group Workspace (including **SmartScanning** a receipt). | ||
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## Workspace Admin Role | ||
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- **What can they do:** Admins have full control. They can change settings, invite members, and view all reports. They can also process reimbursements if they have access to the company’s account. | ||
- **Billing Owners:** Billing owners are Admins by default. **Workspace Admins** are assigned by the owner or another admin. | ||
- **Billable:** Yes, if they perform actions like changing settings or inviting users. Just viewing reports is not billable. | ||
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## Workspace Auditor Role | ||
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- **What can they do:** Workspace Auditors can see all reports, make comments, and export them. They can also mark reports as reimbursed if they're the final approver. | ||
- **Who is it for:** Accountants, bookkeepers, and internal or external audit agents who need to view but not edit workspace settings. | ||
- **Billable:** Yes, if they perform any actions like commenting or exporting a report. Viewing alone doesn't incur a charge. | ||
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## Technical Contact | ||
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- **What can they do:** In case of connection issues, alerts go to the billing owner by default. You can set a technical contact if you want alerts to go to an IT administrator instead. | ||
- **How to set one:** Go to **Settings > Workspaces > Group > [Workspace Name] > Connections > Technical Contact**. | ||
- **Billable:** The technical contact doesn’t need to be a group workspace member and so is not counted towards your billable activity. | ||
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Note: running expense analytics from **Insights** follows the same rules. All the reports and data graphs you generate will be created based on the expense data you have access to. | ||
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# Deep Dive | ||
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## Expense Data Visibility | ||
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The amount of expense data you can see depends on your role within any group workspaces you're part of: | ||
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- **Employees:** Whether you're on a free or paid plan, if you're not approving expenses, you'll only see your own expenses. | ||
- **Approvers:** If you approve expenses for your team and also submit your own, you can view both individual and team-wide expenses and analytics. | ||
- **Admins:** Users with an admin role can see analytics and data for every expense report made by anyone on the workspace. | ||
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If you need to see more data, here are some options: | ||
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- **Become an Admin:** Check within your organization if you can be upgraded to an admin role in your group workspaces. | ||
- **Become a Copilot:** Ask to be added as a **Copilot** to an existing admin account, which will allow you some additional viewing privileges. | ||
- **Become an Approver:** You could also be added as an **Approver** in an existing workflow to view more data. | ||
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