Supervisors

Supervisors

Use Supervisors to limit which members’ cards, transactions, and pre-approvals a Reviewer can view. This helps you control visibility while keeping review workflows aligned to reporting structures.

What Is A Supervisor

Reviewers can typically view cards, transactions, and pre-approvals across the account. Supervisors can view only the cards, transactions, and pre-approvals for the members they supervise.

For role definitions, see User roles.

Add A Supervisor

Assign a Supervisor to a member to limit which Reviewer can view that member’s activity.

1. Select People.
2. Select the member you want to assign a Supervisor to.
3. Select Edit, then select Add Supervisor.
4. Select the Reviewer who will be the Supervisor.
5. Select Save.

Member profile page showing Edit, Add Supervisor, and Save options for assigning a Supervisor.

Who Can Be A Supervisor

Reviewers, Accountants, and Admins can be Supervisors. Members can be assigned as Supervisors, but they cannot view cards, transactions, or pre-approvals for supervised members unless their role is updated to Reviewer.

Supervisor As A Reviewer

This example shows a Supervisor with Reviewer permissions, who can view the activity for members they supervise.

Supervisor configuration example where the Supervisor has Reviewer permissions.

Supervisor As A Member

This example shows a Supervisor with Member permissions, which does not allow visibility into supervised members’ activity.

Supervisor configuration example where the Supervisor has Member permissions and cannot view supervised activity.

To update permissions, see User roles.

View All Supervisors

Use the Org Chart to view Supervisor relationships across the account.

1. Go to People.
2. Select More, then select Org Chart.

People page More menu showing the Org Chart option and a list of Supervisor relationships.

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