How do I manage administrative tasks or request admin rights in Payhawk?

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:

1. Ask an existing Administrator to perform the task for you.

2. The Administrator can follow these steps:

   1. In the Payhawk Web Portal, go to Employees.

   2. Select the desired employee by clicking on it.

   3. In the Profile tab, under Account > Role, select Administrator from the drop-down menu. Note that your changes will be automatically saved.

Delegating KYC and identity verification tasks

To delegate KYC or identity verification tasks without granting full Administrator access, assign the Authorized Representative role to the relevant team member. The role gives access to KYC notifications, forms, and document uploads, without access to financial data, expenses, or other administrative settings.

To assign the Authorized Representative role:

1. In the Payhawk Web Portal, go to Employees.

2. Select the desired employee.

3. In the Profile tab, under Account > Role, select Authorized Representative from the drop-down menu. Changes are saved automatically.