User roles

Jaxxton uses role-based access to make sure each team member sees and can do exactly what they need. You assign a role when you invite someone to the account.

Roles

Role	Best for	Summary
Administrator	Company owner, finance lead	Full access
Manager	Team leads	Manages their team’s spend & approvals
Employee	Cardholders	Requests cards, views their own transactions
Bookkeeper	External bookkeeper, senior finance	Full finance access
AP Clerk	Accounts payable	Manage bills and vendors
IT Admin	IT	Manages integrations and tech settings

Role details

Administrator

Full system access with control over all features, settings, and user management. Administrators can manage users and groups, issue and approve cards, view all transactions, trigger payments, and manage integrations. Administrators are also the only role that can complete your account’s application and change organization-wide 2FA policy. Assign to your company owner or finance lead.

Manager

Manages their team’s spend and approvals. Managers can invite people, manage their team’s membership and budgets, issue cards for their team, review card requests from their team, and view their team’s card transactions. They can’t access company-wide financial data or settings.

Employee

The standard role for cardholders. Employees can request a card, use cards assigned to them, reveal their own card details, and view their own card transactions. No visibility into company-wide data.

Bookkeeper

Full finance access. Bookkeepers can process payments, maintain financial records, and manage people, teams and budgets, plus issue cards. Assign to an external bookkeeper or senior finance operator who needs hands-on account access.

AP Clerk

Focused on accounts payable. AP Clerks can process accounts payable, manage bills and vendors, view statements and budgets, and make payments. No access to card management.

IT Admin

Integration management only. IT Admins can configure Jaxxton integrations with external systems. No access to financial data.

Permission reference

Permission	Admin	Manager	Employee	Bookkeeper	AP Clerk	IT Admin
Invite people	✅	✅	❌	✅	❌	❌
Manage all people and groups	✅	❌	❌	✅	❌	❌
Manage managed people and groups	❌	✅	❌	❌	❌	❌
Issue cards	✅	✅	✅	✅	❌	❌
Request a card	✅	✅	✅	❌	❌	❌
Review card requests (all)	✅	❌	❌	✅	❌	❌
Review card requests (managed)	✅	✅	❌	❌	❌	❌
Reveal card details (own)	✅	✅	✅	❌	❌	❌
View all card transactions	✅	❌	❌	✅	❌	❌
View managed card transactions	❌	✅	❌	❌	❌	❌
View own card transactions	✅	✅	✅	❌	❌	❌
View all budgets	✅	❌	❌	✅	✅	❌
Manage all budgets	✅	❌	❌	✅	❌	❌
Manage managed budgets	❌	✅	❌	❌	❌	❌
View payments	✅	❌	❌	✅	✅	❌
Make payments	✅	❌	❌	✅	✅	❌
View statements	✅	❌	❌	✅	✅	❌
Manage integrations	✅	❌	❌	❌	❌	✅

Inviting a user

Go to Company → People and click Invite Person. Enter the person’s name and email address, then select their role. They’ll receive an email to set their password and activate their account. To invite several people at once, click Imports on the People tab and start a new import. You can upload a CSV, pick a role for each row in the review step, and send all invites in one go. See Bulk invite users from a CSV for the full flow.

Getting Started

Account

Bill Pay

Vendors