Different roles have their own accesses and depending on the company's needs, Administrators can restrict some of the features. Below are the settings that can be turned on or off for Personal Role in their profile. 

Path: Admin > Roles > Click Personal > Users

Personal - User - Profile - Edit Profile

  • When set to No, the Account number (for reimbursement) and Distance Unit fields will be set to Read-Only.

  • When set to Yes, all fields found in Personal Settings are editable.


Allowing users to change their First name, Last name, and Email address is an exception to this setting. The said fields can be turned on or off in Advanced Settings > User Settings page.

Personal - User - Payment Method - Allow to change card ownership

  • When set to No, all payment methods added by end-users (personal role) will be marked as Personal by default.

  • When set to Yes, end-users (personal role) will have Company and Personal card ownership options.

Card ownership

Personal - User - Payment Method - Allow to create payment method

  • When set to No, the (+) Add payment method button will be hidden from all users. Leaving them with Cash and/or company card payment methods added by Administrators.

  • When set to Yes, users can add their own payment method.

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