Adding admins to your Remote account

You can make people at your company admins and assign them different roles and permissions. This allows the users to view and/or take certain actions on behalf of the company.

One common example is adding people managers and assigning direct reports (i.e. employees that report to them). This helps you stay organized and ensures requests like time off and expense reimbursements are going to the right people for approval.

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Adding admins

1. You can add a user as an admin on your account from the Company settings tab.
2. Go to the Company admin users tab.
3. Click on the Add new company admin button.
4. Fill out the details of this company admin and what their role will be.
   • You can invite existing employees by searching for their name. They will be able to log in with their employee account, and use the profile switcher to access their company admin profile.
     • See also: How do I switch between my employee account and company admin account?
     • NB: This currently supports customers using password authorization. Support for customers using single sign-on will be coming soon.
   • You can also create a customized role for them if none of the default roles we have work for you.
     • See also: How to create a customized role for a company user
5. Once you're ready, choose one of the following:
   • Send invite — the person will receive an email invite to create their account immediately.

   • Save as draft — the admin is created in a Pending state without sending an invitation email. This lets you fully configure their role, direct reports, and permissions before granting access.

     See also: Can I change a Company user's role?

Saving Admins as Drafts

Instead of sending an invitation right away, Company Owners and Super Admins can save a new admin as a draft. This creates the admin in a Pending state without triggering an invitation email, giving you time to fully configure their role, direct reports, and permissions before granting access.

Pending admins appear in the Company Admins table, where you can invite, edit, or delete them at any time. No notifications are sent to the admin while they remain in draft mode.