Role types
Zeni has a set of default roles that control what each user can see and do in the dashboard. Admins can also create custom roles with tailored permissions.
- Admin — Full access to all features, settings, and financial data. Can manage users, enable products, configure approval flows, and connect bank accounts.
- Bookkeeper — Access to accounting and transaction data. Typically used for your internal finance team or external accountant.
- Employee — Limited access. Can submit reimbursements and view their own submission history. Cannot view company financials.
- Approver — Can review and approve bills or reimbursements within their assigned approval flow. Access is scoped to the approval queue.
- Viewer — Read-only access to the dashboard and reports. Cannot take any actions.
Note: Custom roles are available on select plans. See Custom roles for details on creating and managing them.
Permissions by role
The table below outlines what each role can do across key features:
- View dashboard & reports: Admin, Bookkeeper, Approver, Viewer
- Manage users & settings: Admin only
- Create & submit bills: Admin, Bookkeeper
- Approve bills: Admin, Approver
- Submit reimbursements: Admin, Bookkeeper, Approver, Employee
- Approve reimbursements: Admin, Approver
- Connect bank accounts: Admin only
- View transactions: Admin, Bookkeeper, Viewer
Changing a user’s role
- Go to Settings → Users.
- Find the user and click the three-dot menu next to their name.
- Select Edit Role, choose the new role, and save.
Changes take effect immediately. The user doesn’t need to log out and back in.
