Your designated role within Tradeshift Go determines the activities you can perform, as well as your responsibilities and the options available for you.
Roles are set at the time of your invitation to the Go account, and they can be changed by the Company Administrator (in the People section).
The table below presents the abilities assigned to each role.
| Roles | ||||
|---|---|---|---|---|
| Abilities | Company Admin | Team Owner |
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Team Member |
| Create the company account & teams |
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| Set / Manage Company settings |
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| Add / Remove Admin User |
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| Enable email domain whitelisting (Ex: **@hsbc.com) |
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| Pause Virtual cards being issued (At Team Level) |
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| Manage / Enrol source cards (company) |
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| Manage / Enrol source cards (team) |
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| Set / Manage team settings |
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| Deactivate / Reactivate team |
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| Add / Remove team members (owner/manager/member) |
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| Manage roles |
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| Manage approval limits (company) |
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| Manage approval limits (team - owner/manager) |
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| Set / Manage company coding lists (if applicable) |
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| View company dashboard |
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| View team dashboard |
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| View / Manage settlements reports (company) |
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| View / Manage settlements reports (team - Owner/Manager/Member) |
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| View / Manage settlements reports (team - Manager/Member) |
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| View settlements (self) |
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| View / Approve virtual cards (within respective approval limits) |
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| View / Approve virtual card for SELF |
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| View / Approve virtual card for Others who roll up to you |
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| Make yourself Self Approver & Approve New Request |
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| Self-approve virtual card |
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| Request use virtual cards |
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| Add receipts (company) |
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| Add receipts (team - Owner/Manager/Member) |
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| Add receipts (team - Manager/Member) |
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| Add receipts (self) |
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