List of role permissions

In Payhawk, each role comes with specific permissions that control access and responsibilities.

The following table lists the permissions assigned to each Payhawk role.

Permission	Employee	Accountant	Admin	IT Admin	Senior AP Specialist	Auditor	Authorized representative
Single-entity permissions
View company trips	x	x	✔	✔	✔	✔	x
View travel trips	✔	✔	✔	✔	✔	✔	✔
Create and edit trips	✔	✔	✔	✔	✔	x	✔
Modify company trips	x	x	✔	x	x	x	x
View dashboard	✔	✔	✔	✔	✔	✔	✔
View own expenses	✔	✔	✔	✔	✔	✔	✔
View all company expenses	x	✔	✔	x	✔	✔	x
View deleted company expenses	x	✔	✔	x	✔	✔	x
View expense report settings	x	x	✔	x	✔	✔	x
Create and submit expenses	✔	✔	✔	✔	✔	x	✔
Modify company expenses	x	✔	✔	x	✔	x	x
Merge expenses	x	✔	✔	x	✔	x	x
Submit others' expenses	x	✔	✔	x	✔	x	x
Delete others' expenses	x	✔	✔	x	✔	x	x
Mark expenses as paid	x	✔	✔	x	✔	x	x
Manage company expense reports	x	✔	✔	x	✔	x	x
Link expenses to any request	x	✔	✔	x	✔	x	x
View own cards	✔	✔	✔	✔	✔	✔	✔
View all company cards	x	✔	✔	x	✔	✔	x
View other teams' cards	x	✔	✔	x	✔	✔	x
View all company linked cards	x	✔	✔	x	✔	✔	x
View spend policies	x	✔	✔	x	✔	✔	x
Manage own cards	✔	✔	✔	✔	✔	x	✔
Manage company cards	x	x	✔	x	x	x	x
Manage team cards	x	x	✔	x	x	x	x
Manage card linking	x	x	✔	x	x	x	x
Manage spend policies	x	x	✔	x	x	x	x
View available funds	x	✔	✔	x	✔	✔	x
View company cards	x	x	✔	x	✔	✔	x
View external bank accounts	x	✔	✔	x	✔	✔	x
Configure reimbursement bank details	✔	✔	✔	✔	✔	x	✔
Manage external bank accounts	x	x	✔	x	✔	x	x
Manage low balance alerts	x	x	✔	x	✔	x	x
Add bank account currencies	x	x	✔	x	✔	x	x
Create external bank accounts	x	x	✔	x	✔	x	x
Create balance withdrawal requests	x	x	✔	x	✔	x	x
Move fund between currency accounts	x	x	✔	x	x	x	x
Delete external bank accounts	x	x	✔	x	✔	x	x
View requests	✔	✔	✔	✔	✔	✔	✔
View company requests	x	✔	✔	x	✔	✔	x
Create and edit requests	✔	✔	✔	✔	✔	x	✔
Modify company requests	x	✔	✔	x	✔	x	x
Import requests in open status	x	x	✔	x	x	x	x
View budget data	x	x	✔	✔	✔	✔	x
Manage budgets	x	x	✔	x	x	x	x
View suppliers	x	✔	✔	✔	✔	✔	x
Export suppliers	x	✔	✔	x	✔	✔	x
Manage suppliers	x	✔	✔	x	✔	x	x
Import suppliers	x	✔	✔	x	✔	x	x
Modify supplier bank account	x	✔	✔	x	✔	x	x
View own subscriptions	✔	✔	✔	✔	✔	✔	✔
View others' subscriptions	x	✔	✔	x	✔	✔	x
Manage own subscription	✔	✔	✔	✔	✔	x	✔
Update others' subscriptions	x	x	✔	x	x	x	x
View employees	x	x	✔	✔	✔	✔	x
Select from All Teams	x	✔	✔	✔	✔	✔	x
View teams page	x	x	✔	✔	✔	✔	x
View assistants	x	x	✔	✔	✔	✔	x
View reimbursements employee bank details	x	✔	✔	x	✔	✔	x
Manage employees	x	x	✔	x	x	x	x
Change email	x	x	✔	x	x	x	x
Manage invite with SMS	x	x	✔	x	x	x	x
Manage team members	x	x	✔	x	x	x	x
Manage assistants	x	x	✔	x	x	x	x
Manage reimbursement details	x	✔	✔	x	x	x	x
Download expense reports	✔	✔	✔	✔	✔	✔	✔
View and schedule exports	x	✔	✔	✔	✔	✔	x
View export templates and mappings	x	x	✔	✔	✔	✔	x
Configure export settings	x	x	✔	✔	✔	x	x
Configure and perform bulk import	x	x	✔	x	✔	x	x
View expenses archive	x	x	✔	x	✔	x	x
View Developer API access	x	x	✔	✔	x	✔	x
View external integrations	x	✔	✔	✔	✔	✔	x
View comments	✔	✔	✔	✔	✔	✔	✔
View settings	x	x	✔	✔	✔	✔	x
View trips settings	x	x	✔	✔	✔	✔	x
View SSO settings	x	x	✔	✔	x	✔	x
View Labs features	x	x	✔	✔	x	✔	x
View global search (HawkSense)	x	✔	✔	x	✔	✔	x
View the configuration of the Financial Controller Agent	✔	✔	✔	✔	✔	✔	✔
View the Setup Agent	x	x	✔	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	x
Configure the mailbox	x	x	✔	✔	✔	x	x
Manage Developer API access	x	x	✔	✔	x	x	x
Manage external integrations	x	x	✔	✔	x	x	x
Configure expense fields	x	x	✔	✔	✔	x	x
Manage tax rates	x	x	✔	✔	✔	x	x
Configure expense field suggestion source	x	x	✔	✔	✔	x	x
Manage expense report settings	x	x	✔	x	✔	x	x
Configure custom fields	x	x	✔	✔	✔	x	x
Configure supplier custom fields	x	x	✔	x	✔	x	x
Manage expense types visibility	x	x	✔	x	✔	x	x
Configure per diem	x	x	✔	x	✔	x	x
Configure mileage	x	x	✔	x	✔	x	x
Manage expense workflow	x	x	✔	x	✔	x	x
Configure expense validation rules	x	x	✔	x	✔	x	x
Manage card fund requests	x	x	✔	x	x	x	x
Manage card request workflow	x	x	✔	x	x	x	x
Configure request settings	x	x	✔	x	✔	x	x
Manage request workflow	x	x	✔	x	✔	x	x
Create comments	✔	✔	✔	✔	✔	x	✔
Delete others' comments	x	x	✔	x	x	x	x
Update workflow fallbacks	x	x	✔	x	x	x	x
Manage Payhawk subscriptions	x	x	✔	x	x	x	x
Complete onboarding checklists	x	x	✔	x	x	x	✔
Modify the configuration of the Financial Controller Agent	x	x	✔	✔	x	x	x
Group level permissions
View group dashboard	✔	✔	✔	✔	✔	✔	✔
Manage group settings	x	x	✔	✔	x	x	x
View all budgets	x	✔	✔	x	✔	✔	x
Manage budgets	x	x	✔	x	x	x	x
View group employees and teams	x	✔	✔	✔	✔	✔	x
Manage group employees	x	x	✔	✔	x	x	x
Manage group teams	x	x	✔	✔	✔	x	x
View settings	x	✔	✔	✔	✔	✔	x
View roles and permissions	x	x	✔	✔	✔	✔	x
View group integrations	x	✔	✔	✔	✔	✔	x
View group expense workflows	x	✔	✔	x	✔	✔	x
View group expense fields	x	✔	✔	✔	✔	✔	x
View group request types	x	✔	✔	x	✔	✔	x
Complete onboarding checklist	x	x	✔	x	✔	x	x
Configure group entities	x	x	✔	✔	x	x	x
Manage roles and permissions	x	x	✔	x	x	x	x
Manage group integrations	x	x	✔	✔	x	x	x
Configure group expense workflows	x	x	✔	x	✔	x	x
Configure group expense types	x	x	✔	x	✔	x	x
Configure group expense fields	x	x	✔	✔	✔	x	x
Manage expense categories	x	x	✔	✔	x	x	x
Configure custom fields	x	x	✔	✔	✔	x	x
Configure group request types	x	x	✔	x	✔	x	x
Configure & perform bulk import	x	x	✔	✔	x	x	x
Configure the mailbox	x	x	✔	✔	✔	x	x
View group API keys and developer settings	x	x	✔	✔	x	✔	x
View group beta features (labs)	x	x	✔	✔	x	✔	x
Manage group API keys	x	x	✔	✔	x	x	x
Manage group beta features (labs)	x	x	✔	✔	x	x	x

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