The role of an employee in Sage Expense Management defines their scope and access control in Sage Expense Management

Several roles can be assigned to a user in Sage Expense Management, such as Approver, spender, Payment Processor, Admin, etc. These roles define what kind of activities that specific user can perform in Sage Expense Management

In that order, a Partner role in Sage Expense Management is a good fit for you if you are a reseller partner and you would like to add your employees as a partner who manages your client's Sage Expense Management account.

The Partner role has all access similar to that of an Admin in Sage Expense Management, i.e., a user with the Partner role has control over the policy settings, can change expense categories, set up policies, etc., invite/ add users to the account, and can see all the employees' reports in Sage Expense Management

In addition to the Admin functionalities, a user with a Partner role can also access the Partner Dashboard and have a birds-eye view of all their client account performance in a single place.

You'll need to log in with the Owner credentials to your client's Sage Expense Management account to add an employee from your organization and assign a Partner role.

Once logged in to your client's Sage Expense Management account, switch to Organization view and head to the Employees module. Then, click on Add Employees and start filling in your user details. If you have already added your employees in client org, you can also click on the existing user's details to update their role.

Once saved, the user will receive a verification link in the registered email address to activate their account.

Note: The Partner role cannot be directly accessed in the UI. If you are a reseller partner and would like to enable this for your employees in client accounts, reach out to us at [email protected], and we will enable this feature for your account from our end.