Managing administrative tasks, such as assigning categories or adding employees in Payhawk, often requires specific admin permissions or roles.
Below are common scenarios and the steps to take when you need to manage such tasks but lack admin rights:
Requesting admin rights to manage categories
If you need to manage expense categories but don’t have admin rights on the group account, contact a current Group Administrator within your organization and ask them to invite you as a Group Administrator to the group account. Only Group Administrators can manage expense categories at the group level.
Adding employees without admin permissions
If you do not have administrator permissions to add employees:
Ask an existing Administrator to perform the task for you.
The Administrator can follow these steps:
In the Payhawk Web Portal, go to Employees.
Select the desired employee by clicking on it.
In the Profile tab, under Account > Role, select Administrator from the drop-down menu. Note that your changes will be automatically saved.