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

Path: Admin > Roles > Click Personal > Users

Edit Profile

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


Allowing users to change their First name, Last name and Email address can be done on a company-level specifically in Advance Settings > User Settings page.

Payment Method - Allow Personal to Company status

When set to "Yes", all users will see Card Ownership field when adding a new payment method. Otherwise, all payment methods added by users will be marked as Personal.

Allow submitting expenses before scanning in mobile application

When set to "Yes", this allow users to submit an expense via mobile application even before the OCR starts reading the receipt details.


Allow to create Payment Method

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

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