Any user can make payments once they're added to a budget with a card or payment type attached. The Admin role itself doesn't grant spend access.
Admins instead grant budget management control: creating, editing, and deleting budgets, plus full visibility into every budget's metrics. Admins can also view their own card details from web or mobile, no download required.
How It Works
- Budget Membership: The real gatekeeper: add someone to a budget with a card attached, and they can spend from it, whatever their role.
- Admin Role: Grants budget management control that a Team Member doesn't have: Admins can create, edit, and delete budgets, and see every budget's full metrics.
- Card Access: Available on both the Weel mobile app and web app, so viewing card details never requires a download.
- Individual View: On the web app, switch from Admin View to Individual View under Payments > Cards to see your own card number, expiry, and CVC.
- Budget Owner and Membership: Independent assignments: the same person can be a budget's Owner and a member of it at the same time.
Good to know
- Admins can only see their own complete card details (number, expiry, CVC), not another team member's, even though they hold the Admin role.
- Budget Owner was formerly called Budget Approver, so you may still see the old name in some places.