> ## 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. # Coming soon: roles > Assign predefined roles — like Manager, Bookkeeper or Assistant — so every person on your team has the exact access they need ## What's coming Today, giving someone the right access in PEX means checking individual permission boxes one at a time, and doing it all over again for every bookkeeper, manager or department lead who joins your team. It's flexible, but repetitive — and it's easy for one person's access to drift from everyone else in the same job. Roles fix that. A role bundles a named set of permissions so you can assign the whole thing in one step. [Sign up to learn more and join the Beta →](https://forms.gle/NAkoyf5Hja3wCJ1o7) **Note:** Nothing changes for you until roles launch, and no existing user permissions will change when they do. ## The roles you'll start with | Role | Best for | What they can do | | ----------------- | --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Primary Admin** | The account owner | Everything. This role can't be changed or removed, so full access to your account always exists. | | **Administrator** | Trusted full-access users | Manage users, business settings, ACH transfers, cards, vendors and approvals. | | **Manager** | Team and department leads | Order cards and manage cardholders, view transactions & reports, edit transaction notes and approve reimbursements, spend rule requests, card unblock requests and funding requests. No user management and no ACH transfers. | | **Bookkeeper** | Accounting and finance staff | Add vendors, manage bills & vendors, view transactions & reports, edit transaction notes and approve funding and card unblock requests. No card ordering and no user management. | | **Assistant** | Support staff who need visibility | View transactions & reports, edit transaction notes and view full card numbers. No approvals and no money movement. | | **Read only** | Building a role from scratch | Nothing to start with. Use it as a blank slate and add only the permissions you want. | **Note:** The permissions available to a role depend on your account type and the features enabled for your business. For example, funding permissions apply to Prepaid accounts, and if you use [PEX Bill Pay](/administrator-guide/getting-started-with-bill-pay), you'll also see permissions to add vendors and pay bills. ## Permissions are getting new names As part of this update, some permission names are changing to be clearer, and they're grouped differently on the Permissions screen. The underlying functionality is exactly the same — only the label and grouping are new. | Group | Current name | New name | | -------------------------- | ---------------------------------------- | ----------------------------- | | Administration & settings | View administration | View Users | | Administration & settings | Add/edit/terminate administrator | Manage Users | | Administration & settings | Edit business settings & apps | Manage business settings | | Administration & settings | Request business account | Create business accounts | | Banking & statements | Pay statement early through ACH transfer | Manage ACH transfers | | Banking & statements | Funding of Cards | Fund cards | | Card issuance & management | Create cardholder | Order cards | | Card issuance & management | Manage cardholder | Manage cardholders | | Card issuance & management | View card numbers | View full card numbers | | Transactions | View card transactions | View transactions & reports | | Transactions | Modify transaction notes | Edit transaction notes | | Approvals | Approve/reject reimbursement requests | Approve reimbursements | | Approvals | Approve/reject spend rule requests | Approve spend rule requests | | Approvals | Approve/Reject Card Unblocking Requests | Approve card unblock requests | | Approvals | Approve/Reject Funding Requests | Approve funding requests | | Vendors & bills | Add vendor | Add vendors | | Vendors & bills | Manage bills and vendors | Manage bills & vendors | ## Make the roles your own These roles are starting points, not a fixed list. Only the Primary Admin can make these changes: * **Adjust any role's permissions** to match how your team actually works. Your changes apply to that role in your account and to everyone assigned to it, and you'll see how many users are affected before you save. The Primary Admin role stays locked. * **Create your own roles**, starting from any of the predefined ones so you're not building from zero. For example, if you work with an outside accountant who needs to review expenses but shouldn't administer your account, start from **Assistant** — or from **Read only** — and save it as **Auditor**. * **Hide the roles you don't use** so they don't clutter role assignment, and bring them back whenever you need them. ## What stays the same * **Cardholders are unaffected.** Being a Cardholder isn't a role you assign — it comes from having a card. Your Cardholders keep exactly the access they have today. * **Your groups stay as they are.** Roles are assigned to individual users. Groups remain how you organize your team and drive spend policies, approval workflows and card management. * **Assigning a role updates their access.** Once you assign someone a role, their permissions change to match that role from then on. ## Frequently asked questions ### When will roles be available? We're rolling roles out to a small group of customers first and will share timing more broadly as we get closer to release. Sign up above to be considered for the Beta. ### Do I need to do anything now? No. This is a preview of what's coming. When roles launch for your account, your existing users and their permissions carry over unchanged. ### Who will be able to manage roles? Only the Primary Admin can create, edit or delete roles. ### Will I still be able to set permissions one by one? Yes. Roles are a faster starting point, not a replacement. You can still grant individual permissions to a user. ### Does this affect the PEX API? If your team uses the PEX API, we'll be in touch separately with details on how roles affect your integration. You can also reach us at the address below with any questions. *** Questions? Contact us at [adminsupport@pexcard.com](mailto:adminsupport@pexcard.com) ## Related topics * [Groups are now unified in PEX](/administrator-guide/groups-are-now-unified-in-pex) * [Allowing cardholders to participate in approval workflows](/administrator-guide/allowing-cardholders-to-participate-in-approval-workflows) * [How to Assign Cardholders to Groups and How to Create New Groups](/administrator-guide/how-to-assign-cardholders-to-groups-and-how-to-create-new-groups) ## Related topics - [Groups are now unified in PEX](/administrator-guide/groups-are-now-unified-in-pex.md) - [Manage & Troubleshoot Bill Pay](/administrator-guide/manage-troubleshoot-bill-pay.md) - [PEX Exporter for Microsoft Dynamics Great Plains (Prepaid)](/administrator-guide/pex-exporter-for-microsoft-dynamics-great-plains-prepaid.md) - [PEX Exporter for Microsoft Dynamics Great Plains (Credit)](/administrator-guide/pex-exporter-for-microsoft-dynamics-great-plains-charge.md) - [How to Attach Receipt to Transaction (Administrator)](/administrator-guide/how-to-attach-receipt-to-transaction-administrator.md)