SVB T&E allows your organization to give user multiple roles, and each role comes with specific permissions.
Admin Role
Admins have access to all account information and settings, including:
- Admin approval triggers payment for reimbursable expenses
- Inviting new users to the SVB T&E account
- Company bank account and bank transfer history
- Accounting integrations
- Customizable feature settings
- App integrations
- All expenses submitted by members of the organization
- Billing information
To make someone an admin in SVB T&E, edit their settings by clicking the pencil icon next to their name:
Or you can select multiple users by clicking the checkboxes to the left of their names, and then click Edit:
Then, use the dropdown to select Admin:
Admin Approval Permission Settings
Have an accountant you want to invite to your account? Need someone else to invite users but don't want them to approve expenses to release funds? You can add them as an Admin to your account, and then turn off their 'final-approval' privileges by switching the toggle Off.
Admins who do not have 'final-approval' can do everything that admins can do, with these exceptions:
- They can't approve expenses for payment (they can still 'manager approve' an expense, if they're a manager, but it will still require approval from an Admin with 'final approval' permissions)
- They can't create auto-approval rules
- They can't make other people admins (they can invite people, and they can edit other information about people, but they can't make people admins)
- They can't deactivate users
To set these permissions, navigate to the People page and click on the appropriate Admin's name.
Manager Role
Admins may assign an employee a Manager role. Managers can be assigned to other members of the team to add an additional layer of approval in the expense flow. Managers can view expenses of all employees they are managing.
Admins can assign employees Manager roles on the People page. If you'd like to give one employee a manager, click on the pencil icon next to their name, and type the manager name into the "Managed By" field. If you'd like to have one user manager multiple employees, you can select those employees in bulk, and then fill the manager name into the "Managed By" Field.
What if you are both an admin and a manager?
The expenses of the people you manage will go directly into your Inbox, and your approval will be final. For reimbursable expenses this means the payment process will begin, and approved corporate card expenses will be synced with your accounting software.
Delegate Role
If you have team members who are responsible for submitting corporate card expenses on behalf of others, or if you otherwise have cards that are shared between employees, you can assign a delegate in SVB T&E! Learn more here.