As an admin, you can assign the approver role to users. Only someone with owner access can add admins to the account. All users are by default added as spenders but the admin and approver roles are optional.
Assign admin role
To assign the admin role, you need to have owner access. Only the assigned owner can add admins to the account. Admins do not have access to add more admins.
To assign an admin role, select the gear icon to go to admin settings.
From the left-side panel, click on Employees and Employee overview and choose the user whose role is being updated.
In the pop-up box that opens, scroll down to the Role section and select the edit icon.
Check Admin from the list and select Save.
The user will now have admin access to the account.
Assign approver role
To assign approvers, head to Workflows and select Approvals from the left side panel in admin settings.
All the users for your business will be visible in the list, you can assign each spender to their respective approvers. Select the approver from the drop-down list.
Once the approver is selected, the changes will be saved automatically.
Add approver 2 (optional)
Adding an additional approver will require expense reports to be approved by approver 1 and 2. Approver 2 will only be added as an approver if the transaction is greater than a set amount.
Select Add approver 2 to begin.
Set an amount, expense reports exceeding this amount will be directed to approver 2 for their approval in addition to approver 1. If the expense report's total is below the set amount, the report will require approval only from approver 1.
Select Save to finish.
An additional column will be added, assign approver 2 to each user by selecting approver names from the drop-down list.
To edit the set amount for approver 2, select Edit approver 2.
You can delete approver 2 for all spenders by selecting Delete approver 2. If the approver 2 is deleted, reports will only require approval from their assigned approver 1.
Once the approvers are assigned, they can view, edit and approve expense reports submitted by spenders.
If you have any more questions about assigning admins and approvers, contact our support team at support@capitalone-fylehq.com.