Expense Track User Roles
It is important to understand that there are no specific user roles in Expense Track as the system is heavily permissions based. Each feature has an associated permission that must be granted to you by your Administrator.
As a user of Expense Track, your Administrator should assign you to a user role and a user group (if necessary). For example, if an Administrator needs an Accounts Payable associate to reconcile expenses, they would set them up as a user and grant their user profile permission to access only expense reconciliation features. Furthermore, if an Administrator needs several Accounts Payable associates to review expense reports, they can set up a user group with permissions to expense reconciliation features. Then, they can assign each associate to that user group.
Typically, there are four user roles in Expense Track: Administrator, Cardholder, Approver, and Coder. However, these roles and their responsibilities may be changed based on your Administrator’s discretion. See below for a list of possible tasks that may be assigned to users:
- Manage expense reports
- Approve expense reports
- Access tools such as the Expense Dashboards, Itineraries, and Mileage Calculation
- Use the mobile to capture receipts, create expense reports, and approve expenses
- Substitute approvers
- Split account coding
- Add unprocessed credit card transactions to expense reports