Editing Team Member Roles

Website

Permission Levels: Admin - Full and Admin - Limited

1. Log in to Your Flex Account: Access your Flex account by following this link.
2. Navigate to Team: Locate and select “Team” from the left-hand menu.
3. View Team Members: Locate the person whose role you wish to change.

4. Edit Role: Next to their email, find the drop-down menu. Click on it and choose the appropriate role. Select the appropriate role based on the level of access needed:

   1. Admin - Full: Full account access. Can open bank accounts, manage users, issue and manage cards, make and approve payments, transfer funds, and manage integrations.
   2. Admin - Limited: Admins with limited access have all the functionality of an Admin - Full, with the exception of issuing debit cards, transferring funds within Flex Banking, and approving fund requests for fund transfers and domestic/international ACH/Wires
   3. Employee - Can view transactions on credit cards issued to them, can freeze or unfreeze their cards, dispute transactions, upload receipts, and add memos.
   4. Bookkeeper - Can view all account transactions, download statements, view memos, and download receipts. However, they cannot make any payments, transfers, or transactions.

   Mobile App

   Permission Levels: Admin - Full and Admin - Limited

   1. Log in to Your Flex Mobile App:
      1. To Download the Flex Mobile App:
         1. Access the iOS App Store here.
         2. Access the Google Play Store here.
   2. Navigate to More: Tap on the “More” tab in the bottom navigation bar.
   3. Access Team Members: Tap “See All” in the “Team Members” section.
   4. Choose a Team Member: Select the person whose role you wish to change.
   5. Edit Role: Under the “Account Details” section, tap “Edit” and choose the appropriate role
      1. Admin - Full: Full account access. Can open bank accounts, manage users, issue and manage cards, make and approve payments, transfer funds, and manage integrations.
      2. Admin - Limited: Admins with limited access have all the functionality of an Admin - Full user, with the exception of issuing debit cards, transferring funds within Flex Banking, and approving fund requests for fund transfers and domestic/international ACH/Wires.
      3. Employee - Can view transactions on credit cards issued to them, can freeze or unfreeze their cards, dispute transactions, upload receipts, and add memos.
      4. Bookkeeper - Can view all account transactions, download statements, view memos, and download receipts. However, they cannot make any payments, transfers, or transactions.
   6. Save Changes: Tap the “Save” button to update the team member’s role.