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Customize role permissions

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Overview

While Ramp offers multiple different types of user roles, we understand that customers may want additional granularity over the specific permissions a certain role may have on Ramp. With role customization, admins can set the specific permission of each role across the different product areas on the platform.

Note that this feature is currently in beta, and we'll be gradually rolling out broader customization across the entirety of roles and tabs. As of now, customization is available for:

  • Roles: Bookkeeper, Manager, IT admin
  • Tabs: Expenses, Accounting, and User management

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How do you customize role permissions?

Under the Company settings page, you'll see a new tab for User roles.

Screenshot 2025-01-03 at 12.35.31 PM.png

You'll now see a list of all the different user roles available in your Ramp instance.

Screenshot 2025-01-03 at 12.37.14 PM.png

When you click on each role, you'll see the associated permissions grouped by tab. Note that only the permissions with a green checkbox are customizable and can be toggled on/off. Those grayed out with a gray checkbox next to them are not customizable.

Screenshot 2025-01-03 at 12.39.03 PM.png

 

Toggle the customizable permissions as you see fit, then click Save changes in the bottom right.

What permissions does each role have?

Below is an overview of the permissions by Ramp product area.

Note: C for customizable, I for implied (non-customizable)

Expenses

  Role
Permission Admin/Owner Employee Manager Bookkeeper AP Clerk IT Admin View-Only Admin Guest
View all expenses across the company

I

  

I

(team only)

C

    

I

(all)

  

Edit all expenses across the company

(includes editing accounting coding)

 I     I        
Mark ready all expenses across the company I     C        
Sync expenses across the company I     C        

 

Accounting

  Role
Permission Admin/Owner Employee Manager Bookkeeper AP Clerk IT Admin View-Only Admin Guest
Link/edit accounting integration

I

    

C

   C

 

  

Manage default accounts, sync settings, and CSV export formatting

 I     C        
Manage accounting fields and coding rules I     C        

 

User management

  Role
Permission Admin/Owner Employee Manager Bookkeeper AP Clerk IT Admin View-Only Admin Guest
Invite additional users

I

(Any role)

  

C

(Non-admin)

 

  

C

(Any role)

 

  

Edit other users' details

I

(All users, all fields) 

  

C

(Team only, limited fields)

    

C

(All users, limited fields)

    
Edit permissions for roles I        

C

(Default off)

    
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