Assigning Roles and Permissions in Extend | Administrative Guide
Extend is once again Tearsheet’s Best Virtual Card Provider
Extend is proud to announce that it has been awarded Tearsheet’s Best Virtual Card Provider for the third consecutive year.
Overview
Features
Participating banks
- American Express
- Banc of California
- BMO
- City National Bank
- Corpay
- HSBC
- PNC
- Regions Bank
- Silicon Valley Bank
- Texas Capital Bank
Extend for
- Vendor payments
- Virtual employee cards
- Expense management
- Tracking spend
- Reconciliation
- Integrated payments
- Custom AI agents
By industry
- Retail & ecommerce
- Legal services
- Construction & manufacturing
- Media & production agencies
- Life sciences & medical
Resources
User Roles in Extend
There are four types of user roles within an organization, each with different permissions:
- Owner: The card program administrator with full control and permissions.
- Admin: Assists the Owner with managing membership and permissions.
- Bookkeeper: Has view-only access to accounts, virtual cards, and budgets for reporting and reconciliation.
- Member: An employee who may need to make purchases or manage a budget without admin permissions.
Talk to the experts
To learn more about how Extend can fit your business needs, Contact us!
Video Tutorial
How to assign roles and permissions
Conclusion
Extend continues to innovate its offerings to help businesses manage payments and expenses effectively.