Admin roles and are the super-users of Volopay. They are accountable for managing business-level considerations for your company's Volopay account. While there are no restrictions on the number of Admins you can invite to your business, we recommend proceeding with care. With great power, comes great responsibility.
When it comes to approving and reviewing spend, Admins may have a card/expense manager; however, they are not required to have one. Only card/expense managers and admins can be set as another admin's manager.
Employees are all other company employees who can make purchases through their individual cards. Each employee can be issued physical or virtual cards, or request cards and also gains access to their individual Ramp dashboard, where they can view their cards, associated monthly limits and current balance.
Card Managers
Card Managers is a custom role introduced to give members more authority to view all company cards and make changes to other's company cards as well. They can oversee the spend of their own teams. Managers gain oversight over all their team’s transactions and receive spend and limit alerts and insights.
Like Admins, Card Managers can change their own limits. However, if you head to cards settings → maker checker, you can set up a step so that Managers require approvals for cards they’re creating and limits on those cards.
Unlike Admins, Card Managers do not have access to company-wide spend, company settings, accounting functionality, the ability to make payments.
Expense Managers
Expense Managers is a custom role introduced to give members more authority to view all expenses created in the company using Volopay cards. They can make changes to other user's expense and also view the details of all company expenses. They can oversee the spend of their own teams. Managers gain oversight over all their team’s transactions and receive spend and limit alerts and insights.
Like Admins, Expense Managers can edit other's expenses.
Unlike Admins, Expense Managers do not have access to view all cards in the company, company settings, accounting functionality, the ability to make payments.
How to add users as card/expense managers
Step 1: Navigate to the Card module > card setting page.
Step 2: Hover to the General section and at the bottom you can locate card/expense manager settings.
Step 3: Select the custom role that you want to give a user, open the card/expense manager slider.
Step 4: Click on"Edit" card/expense managers
Step 5: Select the "Add" drop down and select the users, whom you want to allocate the card manager custom role.
Step 6: Click on "Save"