Once you create a team in Payhawk, you can add the required employees as team managers and team members.
Specifics
An employee can be assigned as a team manager to multiple teams.
A single team can have multiple team managers.
Permissions of team managers
In terms of Payhawk, team managers fulfill a specific Payhawk role which is a bit different from any of the fundamental Payhawk employee, accountant, and administrator roles. As such, team managers acquire specific rights within the system in terms of the cards and expenses of the team and sub-team members they manage.
Cardholders
Team managers can view all cards issued to the members of the teams and sub-teams they manage by switching to the My teams cards view in the Dashboard > Cards app.
While team managers cannot view full card data or change card limits, they can freeze the cards of cardholders who are part of the teams and sub-teams they manage. Note that once blocked by a team manager, a card can only be unblocked by a team manager or Payhawk administrator.
Team expenses
Team managers can have an overview of all expenses created by the members of the teams and sub-teams they manage by switching to the My Team expenses view in the Dashboard > Expenses app.
Team managers can edit the expenses of the teams they manage before the expenses are submitted and also submit expenses on behalf of the expense owners.
Assigning team managers to your teams and sub-teams
To assign a team manager to an existing team:
Log in to the Payhawk web portal.
Go to Employees > Teams.
Select the desired team by clicking on it.
From the Managers drop-down menu, select the employees you want to add as team managers to your team or sub-team.
Deleting team managers
To remove a team manager from a team:
Go to Employees > Teams.
Select the desired team by clicking on it.
Under Managers, hover over the name of the team manager you want to remove and click on X.
In the dialog that opens, click on Remove manager to confirm your choice.
Assigning team members to your teams and sub-teams
To assign a team member to your team:
Go to Employees > Teams.
Select the desired team by clicking on it.
From the Team members drop-down menu, select the employees you want to add as team members to your team or sub-team.
Note that if an employee is already a member of another team, Payhawk will notify you by showing a message. Click on the Add to [team name] also button to confirm your choice.
Deleting team members
To delete team members from your team or sub-team:
Go to Employees > Teams.
Select the desired team by clicking on it.
Under Team members, hover over the name of the team member you want to remove and click on X.
In the dialog that opens, click on Remove to confirm your choice.
