Managing Users

As you start configuring the application, best practices is to invite first administrators that may help to configure the application but also approvers that will be added to the configuration of teams and workflows. Regular users shall be invited last after the application is fully configured and you are ready to onboard your employees into the platform.

Three types of users can be created on BlueBean:

  • Administrators

  • Approvers

  • Basic users

Administrators are the users with the highest level of access. They can:

  • Set up organizational dimensions and invite users

  • Set up controls

  • Configure accounting automation

  • Issue and manage cards

  • Request cards

  • Approve or reject requests

  • Manage theirs and others transactions

  • Access reporting


Approvers are the users with the second highest level of access tailored to the team they manage. They can

  • Request cards

  • Approve or reject requests

  • Manage their own transactions

  • Access their teams’ transactions

  • Access reporting for their team spending


Basic users are the users with the lowest level of access. They can:

  • Request cards

  • Manage their own’ transactions

  • Access reporting for their own spending

Every user on BlueBean is associated with a team and a spend profile. A merchant profile can optionally be added to a user to restrict Merchant Category Codes.

It is also at the user level that an allowance card can be issued to users.

Users are managed under the user management menu. There you can:

  • Add a user

  • Edit a user

  • Set as primary card holder

  • Send a reset password link

  • Issue and revoke an allowance card

  • Deactivate / reactivate a user

  • Remove a user


The primary card holder function is only available to admin users and is by default set to the card administrator that has created the account on BlueBean.

Primary card holders receive card account specific notifications that require contacting the card issuer. These include specific fraud alerts, card accounts limits reached.

When deactivating a user, all user’s cards will automatically be deactivated. Re-activating the user will allow the user to re-use its card after top up with the exceptions of one time cards that will be closed.

Removing a user will automatically close all open cards attached to the user being removed.

Configuring BlueBean