Which user profiles are available on the Mesh platform?

Below is a list of the available profiles with a short description of each:

1. 'Admin': A superuser with full access to all the platform's features. These capabilities include adding funds, adding users, generating/approving virtual cards, trips, and reimbursements, configuring account details, and viewing reports to name a few features.

2. 'Pro': A powerful user with most of the Admin's capabilities. Important: As of July of 2025, Mesh introduced changes to the Pro profile. Please refer to this article for more information.  

3. 'Auditor': An insightful 'read-only' Pro user who has permission to view all the modules in the platform but not create/approve cards or add balance to the company.

4. 'Employee': Users with this profile can view their cards and associated transactions, request additional cards, and add memos, and receipts to transactions linked to their cards. They can also request trips and access the trip dashboard.  Users with an 'Employee' profile may be granted viewing permissions if they manage others in the organization. Users with an 'Employee' profile may also be granted additional capabilities, such as:

• Travel Manager
• Travel Analytics Viewer
• T&E Delegate
• Personal Assistant (PA) with Expense Delegate permissions
• Delegate Approver 
• Creating Users (aka Employee Creator) 
• Tech Admin (aka permissions pertaining to Company Settings functionalities)
  • Integration Manager
  • Custom field Manager
  • Workflow Manager
  • Spend Category Manager
  • Reimbursement Manager 
  • Basic Company Settings manager 
  • Cards & Budgets Manager
  • Auto Reminders Manager
  • Travel Setting Manager 

5. 'Contact Only': Users that do not have access to the Mesh Payments platform. Administrators can assign cards to these users and share the card's information with them. It is possible to 'upgrade' such a user to an 'Employee' profile. 

Notes:

• Most permissions (e.g., Travel Manager, T&E Delegate, etc.) can be assigned by an Administrator through the Mesh User Interface on the Employee profile page. Other permissions (e.g., Tech Admin and Creating Users) are added by Mesh from the backend. 
• The Admin, Pro, and Auditor profiles include permissions of an 'Employee' profile. This means that users with such profiles can also benefit from the Mesh spend and Travel Management offering (e.g., cards, trips, and reimbursements) in addition to their managerial roles. 
• Contact our team at [e-mail] if you have any questions about profiles and permissions.