Getting started

Admins & Owners

• Ramp Admin guide
• Getting Started with Ramp’s Expense Policy Setup
• Getting started as an Admin
• Next steps after applying and getting approved
• Migrate your card vendors

Employees & Managers

• Booking travel on Ramp: Employee guide
• Getting started as a User
• Spend requests and spending limit increases
• Submitting reimbursements

IT Admins

• Setting up single sign-on (SSO) in Ramp
• User role deep-dive: IT admin

Bookkeepers

• How to set up NetSuite with Ramp
• QuickBooks Online overview
• Xero overview
• Universal CSV overview
• How to set up Ramp to sync with Sage Intacct

AP Clerks

• Bill lifecycle
• AP Clerks on Ramp

Accounting Firm (External)

• Connect with your Accounting firm
• How to set up an authenticator device or change 2FA for advisor console accounts

Assistants

• User role deep-dive: Assistant
• Travel Delegate Booking via Assistant Role

Vendors

• Ramp Vendor Portal
• Vendor TIN verification

Guests

• User role deep-dive: Guest