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