List of role permissions

Permission

Employee

Accountant

Admin

IT Admin

Senior AP Specialist

Auditor

View dashboard

✔

✔

✔

✔

✔

✔

View own expenses

✔

✔

✔

✔

✔

✔

View all company expenses

x

✔

✔

x

✔

✔

View all company expense reports

x

✔

✔

x

✔

✔

Create and submit expenses

✔

✔

✔

✔

✔

x

Merge expenses

x

✔

✔

x

✔

x

Submit others' expenses

x

✔

✔

x

✔

x

Manage company expense reports

x

✔

✔

x

✔

x

View own cards

✔

✔

✔

✔

✔

✔

View all company cards

x

✔

✔

x

✔

✔

View other teams' cards

x

✔

✔

x

✔

✔

View all company linked cards

x

✔

✔

x

x

✔

View spend policies

x

✔

✔

x

✔

✔

Manage own cards

✔

✔

✔

✔

✔

x

Manage company cards

x

x

✔

x

x

x

Manage team cards

x

x

✔

x

x

x

Manage card linking

x

x

✔

x

x

x

Manage spend policies

x

x

✔

x

x

x

View available funds

x

✔

✔

x

✔

✔

View company cards

x

x

✔

x

✔

✔

View reimbursements employee bank details

x

✔

✔

x

✔

✔

View external bank accounts

x

✔

✔

x

✔

✔

Configure reimbursement bank details

✔

✔

✔

✔

✔

x

Manage external bank accounts

x

✔

✔

x

✔

x

Manage low balance alerts

x

x

✔

x

✔

x

Add bank account currencies

x

x

✔

x

✔

x

Manage reimbursement details

x

✔

✔

x

✔

x

Create external bank accounts

x

✔

✔

x

✔

x

Create balance withdrawal requests

x

x

✔

x

✔

x

Delete external bank accounts

x

✔

✔

x

✔

x

View purchase orders

✔

✔

✔

✔

✔

✔

View company purchase orders

x

✔

✔

x

✔

✔

Create and edit purchase orders

✔

✔

✔

✔

✔

x

Configure submitted purchase orders

x

✔

✔

x

✔

x

View budget data

x

x

✔

✔

✔

✔

Manage budgets

x

x

✔

x

x

x

View suppliers

x

✔

✔

✔

✔

✔

Export suppliers

x

✔

✔

x

✔

✔

Manage suppliers

x

✔

✔

x

✔

x

View own subscriptions

✔

✔

✔

✔

✔

✔

View others' subscriptions

x

✔

✔

x

✔

✔

Configure expense notifications

✔

✔

✔

✔

✔

x

Update others' subscriptions

x

x

✔

x

x

x

View employees

x

x

✔

✔

✔

✔

View Teams fields

x

✔

✔

✔

✔

✔

View Teams page

x

x

✔

✔

✔

✔

Get employees

✔

✔

✔

✔

✔

✔

View Assistants

x

x

✔

✔

✔

✔

Manage employees

x

x

✔

x

x

x

Change email

x

x

✔

✔

x

x

Manage invite with SMS

x

x

✔

x

x

x

Manage team members

x

x

✔

x

x

x

Manage Assistants

x

x

✔

x

x

x

Download expense reports

✔

✔

✔

✔

✔

✔

View and schedule exports

x

✔

✔

✔

✔

✔

View export templates and mappings

x

x

✔

✔

✔

✔

Configure export settings

x

x

✔

✔

✔

x

Configure and perform bulk import

x

x

✔

x

✔

x

View expenses archive

x

x

✔

x

✔

x

View Developer API access

x

x

✔

✔

x

✔

View external integrations

x

✔

✔

✔

✔

✔

View travel trips

✔

✔

✔

✔

✔

✔

View comments

✔

✔

✔

✔

✔

✔

View settings

x

x

✔

✔

✔

✔

View SSO settings

x

x

✔

x

x

✔

View Labs features

x

x

✔

✔

x

✔

Use global search (HawkSense)

x

✔

✔

x

x

✔

Manage compliance and KYC

x

x

✔

x

x

x

Delete KYC documents

x

x

✔

x

x

x

Configure account

x

x

✔

✔

x

x

Manage Developer API access

x

x

✔

✔

x

x

Manage external integrations

x

x

✔

✔

x

x

Plan and submit business trips

✔

✔

✔

✔

✔

x

Configure expense fields

x

x

✔

✔

✔

x

Manage tax rates

x

x

✔

✔

✔

x

Configure expense field suggestion source

x

x

✔

✔

✔

x

Manage expense report settings

x

x

✔

x

✔

x

Configure custom fields

x

x

✔

✔

✔

x

Configure supplier custom fields

x

x

✔

x

✔

x

Manage expense types visibility

x

x

✔

x

✔

x

Configure per diem

x

x

✔

x

✔

x

Configure mileage

x

x

✔

x

✔

x

Manage expense workflow

x

x

✔

x

✔

x

Configure expense validation rules

x

x

✔

x

✔

x

Manage card fund requests

x

x

✔

x

x

x

Manage card request workflow

x

x

✔

x

x

x

Configure purchase order settings

x

x

✔

x

✔

x

Manage purchase order workflow

x

x

✔

x

✔

x

Create comments

✔

✔

✔

✔

✔

x

Delete others' comments

x

x

✔

x

x

x

Update workflow fallbacks

x

x

✔

x

x

x

Manage Payhawk subscriptions

x

x

✔

x

x

x

Configure onboarding checklists

x

x

✔

x

x

x