Team Member Permissions
Adding team members to Zena also allows you to set specific expense management settings to ensure you have visibility into all team actions.
Project, Transaction, and Alerts Settings
Setting permissions for your team members allows admins to control what team members can do on their own and what you require from team members as they use Zena.
To set your permissions, follow the instructions outlined below:
- Log in to Zena and navigate to Settings from the lower left navigation menu.
- Select Company and Team from the top tabs on this page to see all optional team Expense Settings.
- Toggle on/off the settings you'd like to set for all team members.
As you toggle the settings, they will be saved and updated automatically.
Setting Spend Limits
When a team member requests a new Zena card for approval, the admin can set spending limits on each card for each team member during the approval process.
Once the admin approves the card, they'll be logged back into Zena, where they can set the limits as shown below.
These totals will be reflected in the Business Spend section of your team members' accounts.
Admins can also select to reject the creation of a new card at any time.
Other Permissions
| Action | Team Member Permission |
| Create a Physical Card | Only with admin approval |
| Create a Project | With admin approval unless setting toggled to allow |
| Archive Project | X |
| Invite new team member to company | X |
| Control user permissions | X |
| Manage team settings | X |
| Connect banks (view & make changes) | X |
| View Statements | X |
| View Transactions | Only transactions on the team members corporate card or projects they are a team member on |
| View Payments | X |
| View Cards | Only their own and project cards where they are on the project team |
| View active Projects | Only projects that they are a team member on |
| View archived projects | Only projects that they are a team member on |
| Freeze Card, Lock card, Manage PIN | Only their corporate card |
| Show card numbers | Only if it is their corporate card, or they are a team member on the project |
| Update card limits | X |
| Upload receipt / add tags to transaction | Only if it is their corporate card, or they are a team member on the project |
| Manage team on project | X |
| Manage profile in settings | Only their own profile settings |
| Manage Notification Settings | X |
| Make a manual payment | X |