Company Administrator
Team Settings for Company Admin
This tab provides the Company Administrator with access to manage all of the company's teams' settings: 1. Can search by team name here 2. Click to access and manage the details of a team (users, source cards, accounting codes) 2a. Click to view or u ...
How do I change a user role?
Your existing employee roles may change as your company changes, requiring updating within your Go account by a Company Administrator or Team OwnerThe action taken varies, depending on the following changes needed: Change someone to Team Member, Team ...
How do I create a team?
Company Administrators can create teams within your account, and invite team members: 1. Company Settings 2. Teams 3. Create new team Team Information: This area is where to build your new team’s settings and choose virtual card options for Members t ...
What does my Company Dashboard show?
As a Company Administrator, your interactive dashboard provides information at a glance. The dashboard gives an overview of spending activity and credit availability for your company with clickable and downloadable detail. 1. General overview for com ...
Company Administrator Navigation
The Company Administrator role has specialized access and functionality. The basic navigation menu is below. See individual articles regarding each option for more details: 1. Dashboard is where you land at login, and will display quick details by co ...
Company Settings Overview
As Company Administrator, you have the ability to manage company-wide settings for the whole company, in addition to teams and members, their source cards and accounting codes.Overview: This area gives access to the Company's basic settings: ...
Where do I manage my company`s source cards?
In this area, the Company Administrator can manage source cards for the company and for teams, and enroll a new source card. Click to access source card details Change the card name of an already enrolled card Click to manage which teams use the ...
Manage Company Accounting Codes
If your company uses Accounting Codes within your reconciliation or reporting, here is where you can add, remove or change accounting codes for your company and assign to the teams. 1. Click to choose a coding list from menu 2. Provider mapping is no ...
Company Admin: Virtual card requests and approvals
Company Administrator is designed to be an overseeing role of someone who would manage your account at company level for: accounting codes, source cards, reconciliations, team creation and membership - but not the day-to-day activity of card request ...