> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage permissions

> Learn how to view and edit administrator permissions on PEX to control access to account features

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.

## View your permissions

<Steps>
  <Step>
    Log in to the Dashboard at [dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support).
  </Step>

  <Step>
    Click the **Profile** icon in the upper-right corner.
  </Step>

  <Step>
    Select **My Profile** from the dropdown.
  </Step>

  <Step>
    Switch to the **Permissions** tab in the top menu.
  </Step>
</Steps>

## Review or edit another administrator's permissions

<Steps>
  <Step>
    Navigate to **Team Members** in the left menu.
  </Step>

  <Step>
    Find the team member and click on their row.
  </Step>

  <Step>
    On the **Personal Details** page, click **Edit Profile**.
  </Step>

  <Step>
    Scroll down to the **Permissions** section.
  </Step>

  <Step>
    Check or uncheck the boxes next to each permission.
  </Step>

  <Step>
    Click **Update**.
  </Step>
</Steps>

## Permission descriptions

* **View Administration** — View administrators, their profiles and permissions on the **Team Members** page.
* **Add/Edit/Terminate Administrator** — Invite new administrators, edit admin profiles, update permissions and remove administrators.
* **Request/Delete ACH Transfer** — Create, approve or delete ACH transfers.
* **Edit Business Settings & Apps** — Manage opt-in features via **Business Settings**, update business information (address, phone number), add and manage external bank accounts and view and manage tags.
* **Create Cardholder** — Order new cards.
* **Manage Cardholders** — Update Cardholder profiles, change card statuses (active, blocked or closed), manage merchant categories and spending rules, use merchant locking, create and edit approval policies and view and manage tags.
* **View Card Numbers** — Access card numbers from the **Card details** page. Send vendor cards to vendors (requires **Funding of Cards** permission and MFA enabled).
* **View Card Transactions** — Review spending, transaction and decline details. Generate reports for card transactions and card balances.
* **Funding of Cards** — Fund cards from the **Team Members**, **Vendors** or **Card Details** pages.
* **Approve/Reject Funding Requests** — Manage funding requests by approving or rejecting them.
* **Modify Transaction Notes** — Add, edit or delete notes linked to transactions.
* **Request Business Accounts** — Request or create additional business accounts.
* **Approve/Reject Reimbursements** — Approve, edit or reject reimbursement requests.
* **Approve/Reject Card Unblocking Requests** — Approve, edit or reject requests to unblock cards.