Overview
Adding new team members to your Juni account, assigning, and updating their roles is easy. By effectively managing your team, you can ensure everyone has the correct permissions and access to the features they need.
What are the user roles in my Juni account?
Owner
This role is assigned to the person who started the Juni account. There can only be one owner. The owner has full permissions, including the ability to remove other team members.
Administrator
This role is intended for fully trusted team members, such as leaders or managers. They have the same permissions as the Owner, but they cannot remove the owner role. An administrator can:
Add new team members and assign permissions
View all accounts and cards
Make payments and transfers
Add, edit, and remove integrations
Upload receipts and invoices
Accountant
This role is perfect for internal or external accountants responsible for accounting and bookkeeping. An accountant can:
View transactions and accounts
Export transactions and account information
Upload receipts and invoices
Manage accounting settings
Spender
This role is assigned to employees responsible for purchases. They only have access to the cards that have been assigned to them. A card user can:
Only use assigned cards
View their own transactions
Upload receipts and invoices for their own transactions
How to add new Team members
Follow these steps to add a new user to your Juni account:
Log in to your Juni account.
Click on your company name in the left-hand menu and select Settings
Select My team
Click the + Add member button Enter their name, email address, and phone number. Click Next
Choose a role and assign permissions
Create a Juni card for them (optional)
Give them access to existing cards (optional)
Review the details before inviting your new team member
Once you have selected the role, click Invite member. The new team member will then receive an email with a link to activate their account.
How to manage users in you Juni Account
Log in to your Juni account
Click on your company name in the left-hand menu and select Settings
Select My team
Click on the user you want to update or edit
You can then edit user settings or card access
Note: Only Administrator and Owner roles can edit team members.
Frequently Asked Questions
Can I have multiple administrators on my account?
Can I have multiple administrators on my account?
Yes, you can have multiple administrators. We recommend having at least two to ensure your account can always be managed.