The current roles in Ramp are great but is very limited and aren’t tailored to specific company needs. For example we have people in AP that ultimately need manager roles without having the authority to approve. Whereas with the bookkeeper role, it gives them too much access in the accounting tab. If there was an option to create and assign roles to allow specific access as admins, that’d be very helpful!
Also, currently only admins have the ability to send reminders from the transactions → reminders drop down (can view all missing/pending items). Allowing bookkeepers to have this option would be awesome! As they’d be the ones reviewing the day-to-day, they can see which manager needs to approve, and can send a notification.
Hi Maria, I’m a product manager here at Ramp working on making roles more flexible. I would love to connect and hear more about your ideas – will follow up over email. If any other customers have other thoughts or would also like to provide feedback, please comment in this thread!
We need a role that can submit invoices (Bill Pay), but that cannot see every company-wide expense. Any of our staff has the authority to present an invoice, but to make them an AP clerk in Ramp opens up all our transactions to everyone’s eyes. We want the employee to see only what they have submitted regardless of the department, and the approver to only see their department or what they have submitted.
Hi! @Lucie_Thompson - thank you for the suggestion! I’ve passed along your feedback to the team. We’ve received similar requests, and they’re exploring options. I’ll keep you posted with any updates!