Editing a user's role – Ramp

Note: This article primarily applies to Ramp Administrators.
Cardholders may find other articles in the Ramp overview section to be more applicable.

Overview

Ramp has five user roles that can be assigned to an employee. This article explains how to change these user roles.

Please note: These same rules apply when updating a Guest user role to an employee, but not vice versa.

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How it works
Adding Manager permissions to Bookkeepers
Helpful tips and recommendations

How it works

The following user roles have the ability to edit other employees' role in Ramp: Managers (for their own team), Admins, and IT admins. They can change an employee's role by following these steps:

1. Click on the People tab and search for the user you want to update.

2. Click Edit Profile.

3. Edit the user's role by clicking on the pencil icon on the user's role card.

Adding Manager permissions to Bookkeepers and IT admins

Admins can now give manager permissions to Bookkeepers or IT admins so that they can oversee approvals and spend for their direct reports. Below are the steps to follow.

First, make sure the user is listed as a Bookkeeper or IT admin in the People tab. Otherwise, click Edit profile and change the role accordingly. You might need to refresh the page after doing so.
Next, click on Edit profile and scroll to the Account settings section.
Select the checkbox for Manage a direct team.
The user should now be available as an option when assigning managers to other employees.

Change Business Owner to a different user

To change Business owner to a different Ramp user, follow the process here.

Helpful tips and recommendations

You cannot directly edit a user's role if they are an external user assigned to your Ramp account via the Accounting Firm connection. If you need to change an external user's role (e.g., say you want to upgrade your accountant from AP Clerk to Bookkeeper & AP Clerk), first check to make sure you've enabled that role within the Accounting Firm tab, located in the People tab.
Once you've confirmed the role is enabled within the permission set, then you should tell that external user to request the role change from the Accounting Firm admin(s).
Only Accounting Firm admins can edit the staff roles within their clients' Ramp instances. See Connect and configure your accountant's access.
To edit the Business Owner role, please reach out to Ramp Support.

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