Bluevine lets you add users with tailored permissions: Authorized User, Accountant, Clerk or Employee. To add a user, sign in to your Bluevine dashboard from a web browser, navigate to the Account Access section in your account settings, and click Invite User.

For always-on business owners, it can be a tall task to manage your business finances alone. By sharing account access with a trusted co-owner, employee, or accountant partner, you’ll have a secure and easy way to delegate and designate responsibilities as you continue to grow.¹ 

User roles and permissions

Account owner/administrator: The administrator is whoever created the Bluevine account. They have full permission for all account actions and are the only user who can add or manage additional users.

Additional users: Additional users have limited permissions and their access can be removed or changed by the Administrator or Authorized User - Company Administrator at any time. Additional users have their own sign-in credentials, so the administrator’s personal account details remain secure. There are four different additional user roles:

• Authorized user(s): This role can be customized to have similar permissions to an administrator. We designed this role for co-owners or trusted employees of your company.
  • You can give a business co-owner who is listed in the account similar administrative and payment permissions by customizing this role as a Company Administrator.
  • You can give trusted employees the permissions to send payments without approval and be added as a final approver for payments sent by other users.
  • You can choose to not customize this role If you want to add an authorized user without payment administrator permissions. 
    
    
• Accountant: This role has fewer permissions than an authorized user. We designed this role for your accountant or bookkeeper.
  
  
• Clerk: This role has fewer permissions than an accountant or authorized user. We designed this role for employees of your business to manage payees and bills, forward payments for approval, and approve payments where prompted. They will not have access to view account balances.
  
  
• Employee: This role has fewer permissions than all other role types. We designed this role for employee’s of your company that make regular purchases, but do not need full access to important financial information of your company. 
  
  

*Authorized user roles are required to route payments for approval, unless the role is customized. Payments sent by Accountant and Clerk users will always be sent to the Administrator and any Authorized Users with payment administrator permissions for approval. For more information on payment approvals, check out our payment approvals support article. 
**Accountants have view-only access to automatic transfer rules and cannot create or manage any rules.

For more information on Additional User access to the Sales tab (Invoices, Estimates, Payment Links, and Tap to Pay features), refer to the Roles and Permissions for Accepting Payments? Support Article.

How to add an Additional user

If you’re an Administrator or Company Administrator, you can add additional users to your account through your dashboard by following these steps:

1. Sign in to your Bluevine dashboard.³

2. Select the settings icon in the upper right-hand corner.

3. Select the Account Access tab.
   

4. Select Invite user.

5. Complete the MFA requirement.

6. Select a user from the list or select + New user.
   

7. Enter in the additional user’s first and last name and email address.

   • If you have a beneficiary owner on your account you will see their name show up on the list of users you can select from.

8. Select which additional user role you want to designate from the Select Role section.

9.  Check the acknowledgment of responsibility for your additional user’s actions and select Next.
   • For Authorized User: Confirm if you’d like to make the user a Company Administrator or a payment administrator.
     • Company Administrators will have similar permissions to the account administrator. See the Overview of Additional User Permissions.
     • Payment administrators can send payments without approval and will be added as a final approver for payments sent by other users on the account.
   • For Accountant: Confirm “yes” or “no” if the added user is an external accountant or bookkeeper. If “yes”, they’ll be invited to sign up for the Accountant Dashboard, a platform we’ve designed specifically for accountants.
10. (Optional) Select the debit or credit card(s) you’d like to issue to the Additional User.
    • Each cardholder may have up to one active physical debit card per account and sub-account within the max card issuance limit per business.

• • Adding a spend limit to a cardholder is optional. For credit cards, the monthly spend limit is based on a calendar month. For debit cards, you can manage the cardholders daily spend limit, monthly spend limit, and ATM access. The debit card daily spend limit is based on a calendar day (Mountain Time) and the monthly spend limit is based on a rolling 30 day period.  
  • If a physical debit or credit card is selected, inform the customer the new card will arrive at the address on file within 7-10 business days.
  • Credit cards and debit cards will have the Additional User’s name and business name on the physical card.

11. If you are issuing a debit card, you can choose to complete a user profile or ask the user to complete their profile. The card will be issued once the user’s profile is complete.

• • If you are issuing a credit card, users must complete their own profile.
  • Cardholders are required to have the following information on file: Date of birth, Social Security Number, Mobile Phone Number, and Shipping Address (required for physical cards only). 
     

12. Select Send Invite.
13. We’ll send an invitation to the new user. This invitation is valid for 14 days.

14. Once your additional user accepts the invitation, they’ll be prompted to accept our registration terms and privacy policy, and create a sign-in password. If you have selected “Ask User to Complete Profile” in Step 11, the user might be asked to input their date of birth, SSN, and shipping address. Their sign-in email will be the email you entered in Step 7.
    • If the Additional User is already registered at Bluevine for another company, they will receive a notification email that they have been added as an Additional User to a new business. When they log in, they can select between the companies they are registered for. See Multi Company Sign In and Navigation below for more details.
15. The additional user will now be granted account access based on the role type you selected in Step 8.

How to edit, resend invitation, or remove an additional user

If you’re an Administrator or Authorized User - Company Administrator, you can edit, resend invitations, and remove any additional user through your Bluevine dashboard. Follow these steps:

1. Sign in to your Bluevine dashboard.

2. Select the settings icon in the upper right-hand corner.

3. Select the Account Access tab.

4. Locate the additional user you’d like to edit, resend an invitation, or remove.

5. Select the vertical ellipsis (⋮) located to the right of the additional user's Information.

6. Depending on the action you wish to complete, select Edit, Resend invitation, or Delete.

   • Resend invitation will only appear for users that are in “Invited” or “Invitation expired” status. New invitation is valid for 14 days.
      

7. Follow the prompts to complete the action.

8. If you deleted the user, you’ll receive a confirmation email.

   • Any associated debit or credit cards issued to the user will automatically be closed.

Multi-Company Sign In and Navigation

If you're registered with Bluevine and have access to one or more companies, you'll be able to select which company you'd like to access when you sign in. 

You can toggle between the accounts you have access to by selecting the Company name in the left-hand corner of your Bluevine dashboard: