With the Supervisors feature, Admins can restrict which Member's cards, transactions, and purchase requests Reviewers can see.
What is a Supervisor?
Reviewers can see everyone's transactions, cards, and purchase requests but Supervisors can only see the transactions, cards, and purchase requests 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"
- 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, and purchase requests of the people they supervise. Admins will need to change Member permissions to "Reviewers".
As a Reviewer
As a Member