What are the differences in roles?

When inviting a new employee to Swipey, you need to choose the role for said employee. 

Screenshot of the admin web dashboard

Here are the differences in each role:


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 -

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