What are the various software role types?
There are three roles within the Devote Application.
Administrator
Manager
Employee
What you can do as an admin:
Add and manage team members
Request and manage cards for team members
Create and manage budgets
View and edit organization settings
Assign user roles and permissions
Manage connected bank accounts
Generate reports for internal and external use
Monitor expenses and ensure compliance with regulations
Update the organization's name and address
Invite additional administrators to the organization
View their organization's expense history
What you can do as a manager:
Add and manage team members
Request and manage cards for team members
Create and manage team budgets
Monitor expenses and ensure compliance with regulations
View their team's expense history
What you can do as an employee:
Request a Devote card
Add and track expenses
Monitor their personal and team budget
View their card transaction history
Update their personal information such as name and phone number
Add receipts to expenses
This is not an exhaustive list, if you need more information, feel free to reach out to us!
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