Watch this video to learn how to assign roles and permissions in Extend, making it easier to delegate to your finance team and company cardholders.

There are four types of user roles within an organization with the following permissions:

1. The Owner is typically the card program administrator for your company and likely the person who set up Extend. This role has full control and permissions, but if needed, this role can be re-assigned at any time.
2. An Admin is typically someone who works closely with the Owner and helps manage org membership and user permissions. They might be an operations manager or a department head.
3. A Bookkeeper is an individual who requires view-only access to all accounts, virtual cards, and budgets within the org for exporting reports and reconciliation. They are typically an accountant, controller, or finance lead.
4. A Member is an employee of your company who may need to make a purchase with a virtual card or manage a budget, but they do not require any admin permissions.