With the Supervisors feature, Admins can restrict which Member's cards, transactions, and pre-approvals Reviewers can see.
What is a Supervisor?
Reviewers can see everyone's transactions, cards, and pre-approvals but Supervisors can only see the transactions, cards, and pre-approvals of the members they supervise.
How do I add a Supervisor?
- Click on "People"
- Click on the Member who will have a Supervisor
- Click "Edit" then "Add Supervisor"
- A list of Supervisors will appear. Select the Reviewer who will be the Supervisor
- Click "Save"
Who can be a Supervisor?
Reviewers, Accountants, and Admins can be Supervisors. Members can be Supervisors but they will not be able to see the transactions, cards, or pre-approvals of the people they supervise. Admins will need to change Member permissions to "Reviewers."
As a Reviewer:
As a Member:
View a list of all Supervisors / Org Chart
- Go to People
- Click on the the dropdown on "More"> Org Chart