When extending an invitation to a new employee to join Swipey, it’s crucial to select the appropriate role for them. Take note of the differences in roles outlined below.
Screenshot of the admin web dashboard
| Employee | Admin | Bookkeeper | |
| Have a VISA card | ✅ | if assigned | if assigned |
| View own transactions | ✅ | ✅ | ✅ |
| View all transactions | ❌ | ✅ | ✅ |
| Manage funds & top-ups | ❌ | ✅ | ❌ |
| Manage employees | ❌ | ✅ | ❌ |
| Access to web dashboard | ❌ | ✅ | ✅ |
| Approve bills and salary disbursement (Bill Payment feature) | ❌ | ✅ | ❌ |
| Access to mobile app | ✅ | if assigned a VISA card | if assigned a VISA card |
| Add notes & receipts | ✅ | ✅ | ✅ |
| View all notes & receipts | ❌ | ✅ | ✅ |
| Download statements | ❌ | ✅ | ✅ |
Note: Kindly ensure that you’ve chosen the right role for your employee, if you would like to switch roles for a Swipey user in your account, reach out to us via WhatsApp.
Here are some materials for each role –
