Access levels in your credit card portal empower your team to make purchases or managing your business efficiently while maintaining your credit card account secure.
Owner
The Owner is the default access level, assigned to the person who applied for the business credit card. They have full access to all features and settings within the card portal.
Admin
Ideal for:
- Co-owners, business managers, or administrators, the Admin access level has full access to manage cards, review all transactions, make payments, and more.
- Accountants, the Admin access level has full access to review and export all transactions, make payments, and more.
Member
Ideal for:
- Employees responsible for business purchases – The Member access level allows them to manage their card(s), view transactions, and update personal settings.
- Employees handling receipt archiving – The Member access level allows them to upload receipts for the entire business.
Best practice
Assign only the access level needed for each team member. For example, if a team member only needs to make purchases, the Member access level is sufficient. This helps keep your account secure.
Access levels at a glance
This table is best viewed on a desktop computer.
Functionality | Owners | Admins | Members |
Account
View balance, make payments, and view all transactions. | full access | full access | - |
Cards
Manage all cards—activate, lock, and view all transactions. | full access | full access | limited access
- Can view, activate or lock their card(s).
- Can view their transactions. |
Vendor Offers
Browse and activate all offers, view activated offers and rewards earned with them. | full access | full access | limited access
- Can browse and activate select offers.
- They can view activated offers, but cannot view rewards earned. |
Rewards
View and redeem reward points. | full access | full access | - |
Team
Manage team members. | full access | full access | - |
Accounting
View and export all transactions; manage QuickBooks® integration. | full access | full access | - |
Upload receipt and invoices
Upload receipt or invoices for any transactions from the portal or via emails. | full access | full access | limited access
- From portal: for their transactions only.
- Via email: for all transactions. |
Business settings
Manage business settings, like connecting a bank account and auto-redemption. | full access | full access | - |
Profile and personal settings
Update password, email, phone number, and personal details. | full access | full access | limited access
- Cannot change their email address. |