How To Change User Access In The Dashboard

Role: ✔ Admin, ✖ Accountant, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper

As an admin, you'll be able to update the user access of your employees directly from the Spenmo dashboard. 

This means that you have the ability to switch an employee's access from 'Employee', 'Admin', and ‘Accountant’ to 'Bookkeeper', or vice versa. To do so, please follow the steps below.

1. Log into your Spenmo account and click ‘Employees’ in the settings.

2. You will be able to view all the employees that have been onboarded in Spenmo. 

3. Click on the dropdown next to the 'Role' to change the access. You will be able to choose from 'Admin', ‘Accountant’, 'Bookkeeper’, or 'Employee'.

Currently, there is no option for the auditor role on the dropdown list. 

If you would like to change an employee’s access to an auditor, you can offboard the employee first by following the steps here and add an employee with the auditor role by following the steps here. 

When you add an employee, there is an option of an auditor role in the Role section.

4. Once you select the role you want, the access will be updated immediately.

Please fill in this form for any additional assistance required.