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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

  • 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.
Last modified on June 1, 2026