Team members can be assigned three types of roles:
Administrators: Users have full access rights to the account. They can add/delete payment sources and users, and they can approve and customize all cards associated with the account.
Purchasers: Users have access to their subscriptions, cards, and transactions only. Users can also request cards, but the cards will need to be approved by an administrator beforehand.
Analysts: Users have view only access to the account. They cannot transact or make changes to the account.
Action | Analyst | Purchaser | Admin | Owner |
View Quickbooks integration | X | X | X | |
View only their own user transactional/subscription data | X | X | X | |
View all transactional/subscription data | X | X | X | |
View download transactions data | X | X | X | X |
View team member details | X | X | X | X |
View NachoCards | X | X | X | X |
View NachoCard details to make purchases | X | X | X | |
View purchase subscriptions | X | X | X | |
Use the NachoNacho Chrome Extension | X | X | X | |
Request NachoCards | X | |||
Change settings for NachoCards | X | X | ||
Assign NachoCards | X | X | ||
Create NachoCards | X | X | ||
View NachoRewads | X | X | ||
Add/edit payment sources | X | X | ||
Invite or remove team members | X | X | ||
Transfer ‘Owner’ role | X |
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