User roles: Customize role permissions

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

Jump to:

• How do you customize role permissions?
• What permissions does each role have?

How do you customize role permissions?

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

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

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.

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

Accounting

User management