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What are the different Centtrip user types and permissions?

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.

Related questions

Why are my expenses not being transferred to QuickBooks correctly?
How do I know which Centtrip platform version my account is on?
How do I switch between my Centtrip accounts on different platforms?
How do I submit my card expense receipts, labels and notes?

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