Team Management FAQ | Roll Credits Help Center

Team Management FAQ

👥 How do I add a team member to a project?

1. Go to the Project tab → click on the Team subtab.

2. Select Manage Team.

3. Click + Invite Team Members.

4. Enter their email addresses (you can bulk invite by separating emails with commas).

5. Choose the appropriate User Role from the dropdown:

   • Card Holder

   • Cast & Crew

   • Manager

   • Super Admin

6. Click Save.

Go to the Project tab → click on the Team subtab.

Select Manage Team.

Click + Invite Team Members.

Enter their email addresses (you can bulk invite by separating emails with commas).

Choose the appropriate User Role from the dropdown:

Card Holder

Cast & Crew

Manager

Super Admin

Click Save.

Invited users will appear in the Manage Team table with a blank name field. Once they accept their invitation and complete onboarding, their full name will appear.

⚠️ If their name doesn’t appear after some time, they likely haven’t finished setting up their account. They’ll need to complete those steps to be fully added.

🔄 How do I change a team member’s user role?

1. Navigate to the Project tab → Team → Manage Team.

2. In the Role column next to a team member’s name, click the current role.

3. A dropdown menu will appear — select the new role you'd like to assign.

Navigate to the Project tab → Team → Manage Team.

In the Role column next to a team member’s name, click the current role.

A dropdown menu will appear — select the new role you'd like to assign.

Changes save automatically.

💳 Who can make payments in RollCredits?

Only Super Admins can make payments.

Other roles — Manager, Cast & Crew, and Card Holder — do not have payment permissions.

🔍 What's the difference between a Card Holder and a Cast & Crew user?

• Card Holder:
  Can use their P-Card and upload receipts only. Perfect for minimal users who don’t need full access.

• Cast & Crew:
  More involved users. In addition to uploading P-Card receipts, they can:

  • Upload receipts from external cards (e.g., personal credit cards)

  • Submit invoices & estimates

  • Request reimbursements

Card Holder:
Can use their P-Card and upload receipts only. Perfect for minimal users who don’t need full access.

Cast & Crew:
More involved users. In addition to uploading P-Card receipts, they can:

Upload receipts from external cards (e.g., personal credit cards)

Submit invoices & estimates

Request reimbursements

If someone is only using a P-Card and uploading receipts, the Card Holder role is all they need.

🧑‍💼 What’s the difference between a Manager and a Super Admin?

• Managers can:

  • Invite team members

  • Review, approve, and manage all transactions

  • Set visibility controls
    ​(but cannot make payments or edit bank/card program details)

• Super Admins have full system access, including:

  • Making payments

  • Managing bank info

  • Funding company-wide card programs

Managers can:

Invite team members

Review, approve, and manage all transactions

Set visibility controls
​(but cannot make payments or edit bank/card program details)

Super Admins have full system access, including:

Making payments

Managing bank info

Funding company-wide card programs

👁️ What is Visibility Control and how do I use it?

Visibility Control allows Managers and Super Admins to give any user access to view another user’s transactions — regardless of their role.

For example, if a Card Holder needs a PA to upload receipts for them, you can grant that PA permission to see and manage their transactions.

To manage Visibility Control:

• Go to the Manage Team section

• Locate the user

• Adjust their visibility settings based on who they need access to

Go to the Manage Team section

Locate the user

Adjust their visibility settings based on who they need access to

🙅‍♂️ What if a team member doesn’t want to use RollCredits?

That’s totally fine — it’s up to your workflow!

If someone (like a Card Holder) prefers not to log in regularly, you can assign someone else (e.g., a PA or coordinator) to upload receipts or manage tasks on their behalf using Visibility Control.

They may only need to sign in once to activate their P-Card — after that, the helper can take over.

📸 Can my PA upload receipts for me?

Yes, absolutely! Just make sure they have visibility permissions for your transactions. Once that’s set, they can upload receipts, handle reimbursements, and manage submissions on your behalf.