User Roles in Aspire Account
An Admin user can assign any of the three available roles shown above. You may check further details on each role below:
Admin
Admin
This user role is created to provide unrestricted access to the Aspire account. A Director as well as Non-Director can be an Admin. Below are the following actions that an Admin can do on the account:
Add or remove users
Transfer money without restrictions (Based on applicable Approval Policies - learn more on Approval Policies)
Access the "Convert Money" feature in-app
Create and manage budgets
Manage accounting integrations
View all the financial details of the account
Finance
Finance
This user role is more suited for the executives and finance team who can manage accounting, budgets, money transfers and view the financials of the account.
Finance roles are divided into 3 categories:
Finance Transfer Rights - These users can make a transfers and approve submitted transfers for the account. (Based on applicable Approval Policies - learn more on Approval Policies)
Finance Submit Rights - These users can only submit a transfer for approval. The account admin (or other assigned approvers) must approve the transfer for it to be sent.
Finance No Transfer/Submit Rights - These users cannot make or submit any transfers. They can view all financials and export data. This role is also suitable if you want to add an accountant to your Aspire account without giving them transfer permissions.
Employee
Employee
This is the most common role. Employee users will only be granted access to use issued Aspire cards and our claims feature.
They may be assigned as a Budget owner which will give them more rights. See more on Budget Owners here.
They cannot see any company financials.
Note: You may immediately assign cards to your Finance and Employee users upon inviting them to your account. Users without cards can later be issued when required. Only users assigned to the card can view the card details.
Ownership & Profile Restrictions
Every Aspire user profile is created for one individual and is linked to the email and phone number used during registration.
Because of this, a profile cannot be transferred or reassigned to another person.
If you need to change who manages the account:
You can invite a new person to become an Admin, or upgrade an existing user to the Admin role.
If the new person already has an Aspire profile under a different business, make sure you send the invite to the registered email address (same email address) they use for that profile.
If you send the invite to a different email, the new Admin will need to register with a new phone number that has not been used in Aspire before.
Once the new Admin has successfully joined or been upgraded, the current Admin can remove themselves from the account if needed.
Steps on adding multiple users in-app
Admin users can add one or multiple users via the Aspire app by following the video guide or the steps below:
On your Aspire dashboard, click "Users" in the left navigation bar (web app) or click "Menu" and choose "Users" (mobile app).
Click on the "New User" button on the upper right and enter the details & role of the new user:
If you need to add more, click "Add more" button to populate a new field.
If all is good, click "Send Invite", and you're done!
Note: If you're inviting an existing Aspire user, please make sure to use the email address they registered with on their Aspire account.
Steps on adding multiple users by uploading a CSV file
Admin users can add multiple users in one go by uploading a CSV file via the Aspire app.
On your Aspire dashboard, click "Users" in the left navigation bar (web app) or click "Menu" and choose "Users" (mobile app).
Click on the "New User" button, then click the "Upload CSV" button
Hit "Download template", then fill it up with the users' information
Upload the filled-up CSV form on the same page, then click "Add users" button.
How can I re-invite a deactivated/revoked user?
Re-inviting deactivated or revoked users is currently not available in-app. Admin users must contact our Support Team via chat for assistance with this request.
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.