What are the differences in roles?

When extending an invitation to a new employee to join Swipey, it's crucial to select the appropriate role for them. Take note of the differences in roles outlined below.

Screenshot of the admin web dashboard



Employee
Admin
Bookkeeper
Have a VISA card
if assigned
View own transactions
View all transactions
Manage funds & top-ups
Manage employees
Access to web dashboard
Approve bills and salary disbursement (Bill Payment feature)
Access to mobile app
if assigned a VISA card
Add notes & receipts
View all notes & receipts
Download statements


Note: Kindly ensure that you've chosen the right role for your employee, if you would like to switch roles for a Swipey user in your account, reach out to us via Live Chat or WhatsApp.  

Here are some materials for each role -

Was this article helpful?