Yup. It’s fairly simple.

Owner: It’s in the name! You’re essentially a registered Director of the Company. You have full control of your Open Payment Account which means you can literally do everything. Stuff like:

  • Add/delete teammate and set their roles (Admin or Employee)
  • Do monetary transactions
  • View and download all kinds of reports
  • Approve transactions (or actions) from Admins and Employees
  • Issue cards to Admins and Employees

and a lot more. 

P.S.: There can be only one Owner. 

P.P.S: An Owner can’t be changed or deleted once the Open Payment Account is created. 

In case you need to change/delete an Owner, drop a line at  [email protected].

Admin: Even simpler. An Admin can do everything that an Owner can. But, here are 2 things to keep in mind:

  • An Admin can delete other Admins as per the company’s policies but can never delete the Owner.

That’s all! :D

Employee: This is the 3rd and final role in a ‘Team’. As an employee, you can do a bunch of things. You can:

  • File cash expenses
  • Create new expense reports
  • Add expenses to existing reports
  • Send expense reports to your manager (an Admin) for reimbursements
  • Add/edit bank account details to which you want to receive your reimbursements

That’s about it. Got more questions? Shoot us an email at [email protected]. We read and answer every email that comes our way; no joke there!

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