Understanding the Team Manager Role in Custodia

The Team Manager role in Custodia is essential for employees overseeing and managing team expenses to help adhere to organizational policies. This role will allow the Team Manager to access details of the employees they will oversee, without giving the user full company-wide access.

1. Expense Oversight:

   • Monitor and review team member's activities and expenses

2. Approval Workflow:

   • Approve or reject submitted requests, with the ability to provide feedback or make any corrections if needed.

   **Please Note**
   This the default behavior, but some clients may have their own custom workflow

    

3. Policy Enforcement:

   • Ensure that all team expenses comply with predefined spending limits and categories.

4. Report Generation:

   • Access and generate detailed reports on team spending for analysis and reconciliation

Requirements for the Team Manager Role

These requirements must be reviewed by an company admin prior to granting the role

1. The user must own a team in Custodia

   • Navigate to My Organization > Org Structure > Org Teams

   • Confirm that the user has a team that they own

2. End Users must have this team assigned to them

   • In order for the Team Manager to have access, any employees they are overseeing must be assigned to this team

   • The team can be added in the user's details (My Organization > Org Structure > Employees > Edit Employee Details

Access and Permissions for Team Managers

1. Dashboard Access:

   Users with the Team Manager role will have access to a consolidated dashboard displaying team expenses, current activities,  pending approvals, and overall spending trends.

2. Team Manager Menu Access:

   • Activity
     • Activities
     • Expenses
     • New Spend Permissions
   • Analytics
     • Reports
     • Insights
   • Finance & Accounting
     • Budgets (if required)
   • My Team
     • Team Dashboard (Home Page)
     • Team Budgets
     • Team Activity
     • Team Employees

3. Management Permissions:

   • Edit, approve, or reject team Activities and Out-of-Pocket submissions.

   • Review and approve team expenses that have been "Marked as Ready" (if required)

4. Report Tools:

   • Generate and export team-specific reports for reconciliation

     • Monthly Spend
     • Spend by Category
     • Spend by Activity
   • Generate team member monthly statements