Account Settings & Security
Configure users, roles, bank connections, and account security & authentication
- Users & Roles
- User roles overview
- Assigning Roles: Recommendations and Best Practices
- Inviting users to Ramp
- Understanding user states in Ramp
- Setting up draft users
- Editing a user's role
- Creating a Custom Role
- Customizing Roles and Permissions
- User role deep-dive: Finance Admin
- User role deep-dive: IT Admin
- User role deep-dive: Assistant
- User role deep-dive: Guest
- User role deep-dive: View-only admin
- Delegate approvers
- Groups
- Preview Mode
- Updating user information in Ramp
- Deactivating and removing users from Ramp
- Transfer business ownership
- Setting up SCIM and managing user provisioning
- Set up SCIM mappings for custom user fields
- Auto-termination with SCIM
- Managing entity restrictions for Accounting, Accounts Payable, and Finance Admin roles
- Bank Account Connections
- Business Entities
- Security & Authentication
- Unified login
- Logging in with Passkeys
- Multi-factor authentication (MFA) overview
- Recover or update your MFA method
- New sign-in notifications
- Managing login controls in Ramp
- SAML IdP-initiated logins
- Setting up single sign-on (SSO) and login controls in Ramp
- Sharing an SSO domain across multiple Ramp businesses
- Troubleshooting SSO sign-in issues
- Troubleshooting Ramp login & MFA issues
- Troubleshooting Ramp verification codes
- Help an employee regain access to Ramp
- Fraud awareness: how to protect your Ramp account
- Bill Pay Fraud
- What to do if OAuth credentials are leaked
- Ramp Audit Log
- Security measures at Ramp: Protecting your data
- Ramp's fraud protection procedures
- How to obtain Ramp's SOC-1 report
- How to obtain Ramp's W-9
- Sunshine Act overview