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Managing permissions is essential for maintaining security and ensuring admins can access the tools and information they need. This guide walks you through the list of permissions and how to keep your team working smoothly and securely.

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View your permissions

1
Log in to the Dashboard at dashboard.pexcard.com.
2
Click the Profile icon in the upper-right corner.
3
Select My Profile from the dropdown.
4
Switch to the Permissions tab in the top menu.

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Review or edit another administrator’s permissions

1
Navigate to Team Members in the left menu.
2
Find the team member and click on their row.
3
On the Personal Details page, click Edit Profile.
4
Scroll down to the Permissions section.
5
Check or uncheck the boxes next to each permission.
6
Click Update.

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Permission descriptions

Permissions are grouped on the Permissions screen the same way they’re grouped below.

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Team members

  • View users — View administrators, their profiles and permissions on the Team Members page.
  • Manage users — Invite new administrators, edit admin profiles, update permissions and remove administrators.
  • Manage groups — Create, rename and delete groups, add or remove group members (both Cardholders and admins) and assign groups to cards from the Cards page. See How to assign Cardholders to groups.

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Business settings

  • Manage business settings — Manage opt-in features via Business Settings, update business information (address, phone number) and add and manage external bank accounts.
  • Manage workflows — See and manage everything under Business settings → Workflows: workflow settings, tags in Tag Manager, approval policies and approval overrides.
  • Create business accounts — Request or create additional business accounts.

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Business transactions

  • Manage ACH transfers — Create, approve or delete ACH transfers. On PEX Credit accounts this permission is labeled Pay statement early through ACH and covers paying your statement early by ACH transfer. It’s the same permission either way — only the label differs.

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Cards

  • Order cards — Order new cards.
  • Manage cardholder accounts — Update cardholder profiles, change card statuses (active, blocked or closed), manage merchant categories and spending rules and use merchant locking.
  • View full card numbers — Access card numbers from the Card details page. Send vendor cards to vendors (requires Fund cards permission and MFA enabled).
  • Fund cards — Fund cards from the Team Members, Vendors or Card Details pages.

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Transactions

  • View transactions & reports — Review spending, transaction and decline details. Generate reports for card transactions and card balances.
  • Edit transaction notes — Add, edit or delete notes linked to transactions.

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Requests

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Vendors

  • Add vendors — Add vendors to your account.
  • Manage bills & vendors — Manage bills and vendor details.
Note:You may not see every permission listed above. Which ones appear depends on your account type and the features enabled for your business — for example, Fund cards and Approve funding requests apply to Prepaid accounts, and the Vendors permissions appear if you use PEX Bill Pay.
In August 2026 these permissions were renamed to be clearer and more consistent, and regrouped on the Permissions screen. Only the labels and grouping changed — the permissions themselves behave exactly as before, and anything built on the PEX API is unaffected.If you keep your own user access matrix or internal SOPs, use this table to map your old references to the current names.

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New permissions: Manage groups and Manage workflows

In September 2026 we split two new permissions out of existing ones, so you can let someone manage groups or approval workflows without giving them full user management or cardholder management:
  • Manage groups (under Team members) — group management that used to be part of Manage users, plus assigning groups from the Cards page, which used to be part of Manage cardholder accounts.
  • Manage workflows (under Business settings) — approval policies, approval overrides, Tag Manager and workflow settings. Approval policies used to be part of Manage cardholder accounts, while Tag Manager and workflow settings opened for either Manage cardholder accounts or Manage business settings.
Spending rules, merchant categories and merchant locking stay under Manage cardholder accounts.

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Who received the new permissions

We granted the new permissions automatically based on each administrator’s existing access: Administrators who had Manage cardholder accounts but not Manage users can now create, rename and delete groups and add or remove admins as group members — actions they couldn’t take before. Review their permissions if that’s broader than you intended.
The Workflows section now requires Manage workflows. Previously, Manage business settings also gave access to Tag Manager and workflow settings. If an administrator has Manage business settings but not Manage cardholder accounts, Workflows no longer appears under Business settings for them, so they lose access to Tag Manager and workflow settings. To restore access, an administrator with Manage users can grant them Manage workflows using the steps in Review or edit another administrator’s permissions above.
Last modified on September 18, 2026