ARTICLE
What are the different Centtrip user types and permissions?
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User Types:
| USER TYPE | EXPLANATION | |
|---|---|---|
| Corporate Super Administrator | CSAs have the highest limits, permissions and controls. They can view and manage the corporate account plus ALL associated Operating Accounts. This includes the creation and management of all other account users and cards. | Create User |
| Corporate Administrator (corporate-level) | Users can view and manage the corporate account, plus ALL associated Operating Accounts, within their limits and permissions, set by the CSA. | Create User |
| Corporate Administrator (account-level) | Users have access to selected Operating Accounts only, again within their specific limits and permissions, set by the CSA. | Create User |
| Cardholder | unless a cardholder is also an administrator, access is limited to viewing and managing their own prepaid card(s) via the Centtrip App. | Order Cards |
User Limits & Permissions:
| CORPORATE SUPER ADMIN | CORPORATE ADMIN - (Corporate-level) | CORPORATE ADMIN - (Account-level) | |
|---|---|---|---|
| Account Access | ALL accounts | ALL accounts | Selected Operating Accounts |
| User Management | - | - | - |
| Create and manage account users | YES | NO | NO |
| Disable a user's access | YES | NO | NO |
| Recipients | - | - | - |
| Add new payment recipients to the account | YES | YES; may require approval | YES; may require approval |
| Approve recipients created by other Admins | YES | Permission dependent | Permission dependent |
| Payments | - | - | - |
| Send same currency payments | YES | Permission dependent; limits apply - may require approval | Permission dependent; limits apply - may require approval |
| Approve payments initiated by account Admins | YES | Permission dependent | Permission dependent |
| Foreign Exchange | - | - | - |
| Convert currency within the Centtrip account | YES | Permission dependent - limits apply | Permission dependent - limits apply |
| Approve FX payments initiated by other users | YES | Permission dependent | Permission dependent |
| Send FX batch payments | YES | Permission dependent - limits apply | Permission dependent - limits apply |
| Centtrip card Management | - | - | - |
| Transfer funds to/from Centtrip cards | YES | YES | YES |
| Transfer funds to/from Centtrip cards in batch | YES | Permission dependent | Permission dependent |
| Order new cards | YES | Permission dependent | Permission dependent |
| Reassign or close cards | YES | YES | YES |
| Lock / unlock cards | YES (all cards) | YES (all cards) | YES (all cards) |
| Monitor card balances & transactions | YES (all cards) | YES (all cards) | YES (all cards) |
| Reveal PIN | YES (all cards) | YES (all cards) | YES (all cards) |
| Expense Management | |||
| Create corporate labels | YES | YES | YES |
| View & manage expenses and export reports | YES | YES | YES |
| Submit expense receipts | YES | YES | YES |
| Attach Corporate Labels | YES | YES | YES |
If you are an Admin user or a cardholder and would like to request additional permissions, please contact your Corporate Super Administrator.