KNOWLEDGE BASE
How do I assign a department lead in Spend Management?
If you are a business owner or admin with a Spend Management Pro Plus plan, follow these steps to assign a department lead:
- Navigate to the Users section, then select the user you’d like to assign as a department lead.
- Select User details in the left side menu.
- Select the checkbox for Department Lead then select either Full Access or Read Only access permissions.
- Select Save changes.
A business owner or admin can appoint an employee with the Pro Plus plan for Spend Management as a department lead and specify whether the department lead should have read-only access or full access to the assigned department’s employees and cards.
A department lead with read-only access enables them to only view the employees and cards in their department, while full access grants the department lead the ability to view, edit, and delete their department users, as well as view and edit department cards.
Note: Department leads do not have view or edit access to any other admins within the Spend Management account, nor can they edit permissions for their own card(s).