Customizing Roles and Permissions

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

Ramp gives admins granular control over what each user role can do across the platform. Role customization and custom role creation are available to Ramp Plus customers.

With these tools you can:

• Toggle specific permissions on or off for built-in roles like Accounting, Manager, Finance Admin, and IT Admin
• Create custom roles tailored to your organization
• Restrict certain roles to specific business entities (multi-entity customers)

Ramp also offers granular Procurement Role Configuration for purchase order workflows.

Editing an existing role's permissions

Admins can customize the permissions for the following built-in roles: Accounting, Manager, Finance Admin, and IT Admin. Changes you make to a role apply to every user assigned that role.

To customize a role's permissions:

1. Go to Company > Settings > User roles .

1. Select the role you want to edit. You will see the associated permissions grouped by product area.

1. Toggle the customizable permissions on or off. Permissions with a green checkbox are customizable. Those grayed out are implied and cannot be changed.

1. Click Save changes .

Need different permission sets for different users within the same role? You can create a custom role instead.

Permission tables by product area

The tables below show which permissions each role has across Ramp product areas.

Key: C = customizable (can be toggled on or off by an Admin), I = implied (built into the role, cannot be changed). A blank cell means the role does not have that permission.

For procurement-specific permissions (purchase orders, procurement programs, and receipts), see Procurement Role Configuration.

Expenses

Accounting

User management

Vendors

Note: The "Create or delete any vendor" permission is bundled — it is not possible to grant vendor creation without also granting vendor deletion. If you need users to create vendors without being able to delete them, this cannot be configured through role permissions alone.

Request funds

Bill Pay

Travel

Ramp banking

Banking

Approvals

Rewards

What's NOT customizable

• Admin and Owner permissions cannot be customized. These are super-user roles with full access to all Ramp features.
• Guest permissions cannot be customized.
• Employee base permissions are minimal and mostly not customizable.
• Permissions marked I (implied) cannot be toggled off. They are core to the role's function.
• Permissions marked C (customizable) can be toggled on or off by an Admin.

Entity-specific access

For Ramp Plus customers with multi-entity enabled, certain roles can be restricted to specific business entities. This lets you control which parts of your organization a user can access.

Which roles support entity restriction

Finance Admin, Accounting, and Accounts Payable roles can be restricted to specific business entities.

How to configure entity access

1. Navigate to Company > People and select the user.
2. Click Edit Profile .
3. For eligible roles, an entity access field appears where you can select which entities the user can access.

What Admin and Owner roles see

Admin and Owner roles always have full cross-entity access and cannot be entity-restricted.

Limitations

Entity restrictions are applied per product area. Some areas may not yet fully enforce entity restrictions.

Troubleshooting

I don't see the option to customize role permissions

Role customization requires Ramp Plus and an Admin or Owner role. Verify that your account meets both requirements.

Frequently asked questions

Can I customize roles differently for different users?

Yes. Each default role (e.g., Accounting, Manager, IT Admin) can be customized — any changes you make apply to all users assigned that role. However, if you need different permission sets for different users within the same role, you can create a custom role.

For example:

• Employee A can have the Accounting role with permissions to manage accounting rules and integrations
• Employee B can have the Accounting role without those permissions

This is possible by creating and customizing separate role variants.

Vendor Portal roles vs. Ramp account roles

• Vendor Portal Admin access does not grant company-wide reporting or financial visibility in Ramp.
• Reporting is available only to roles on the main Ramp account (e.g., Admin , Owner , or Managers with reporting permissions).
• If you need reporting access, ask your company's Ramp Admin or Owner to update your role.
• The Vendor Portal is solely for managing vendor invoices and payments — not for viewing company reports.

Can I allow a user to create vendors without letting them delete vendors?

No. The vendor create and delete permissions are bundled together as a single toggle. Granting the ability to create vendors also grants the ability to delete them. A separate "delete own vendors" permission exists that lets users delete only vendors they created.

What is the difference between customizable and implied permissions?

Customizable (C) permissions can be toggled on or off by an Admin. Implied (I) permissions are built into the role and cannot be changed — they are core to that role's function.