Team Owner
Team Owner Navigation
The Team Owner role has specialized access and functionality. The basic navigation menu is below. See individual articles regarding each option for more details: Dashboard is where you land at login, and will display quick details for your te ...
What does the Team Owner Dashboard show?
As Team Owner, your interactive dashboard provides information at a glance. The dashboard gives an overview of spending activity and credit availability for your team with clickable and downloadable detail. 1. General overview for your team 2. Spend ...
Team Settings - Overview
As Team Owner, you can manage the team settings (within limits of company settings) in this area. You can: 1. Adjust team name 2. Change card settings, or default maximum approval limit for this team, as allowable (within defined Company settings) Af ...
Team Accounting Codes
Team Owners can locate the Accounting Codes associated with their teams, by going into Team Settings > Accounting Codes Click on the coding list dropdown menu, to view the available accounting codes. For additions or adjustments to the cost centers, ...
Team Member Management
Team Owner can manage team members, beginning in Team Settings > People: 1. Click to adjust role from available options 2. Click to adjust approver from available options 3. Click for further adjustments: a. Click dropdown menus to choose from availa ...