Mobile updates: Role-based personalization and organization

New quick-actions based on role

The Divvy mobile app is one of our customer’s favorite tools, but we know that not everyone uses the app in the same way. That’s why we created an action button, providing quick actions that are customized to the user based on role (Budget Member, Budget Owner, Admin, and Bookkeeper). 

Take a look at the quick actions based on role below:

Admin

• Create a virtual card
• Send funds
• Make a (credit line) payment
• Add a reimbursement
• Create a budget

Budget Member

• Create a virtual card
• Request funds
• Add a reimbursement

Budget Owner

• Create a virtual card
• Send funds
• Request funds
• Add a reimbursement
  

Bookkeeper

• Create a virtual card
• Transactions
• Create a virtual card (optional)

The UI may vary for the Bookkeeper role depending on different settings chosen by the Admin.

A more organized Wallet in mobile

Nobody likes a bulky wallet with cards tucked away in hard to reach crevices. The same goes for your Wallet in the Divvy mobile app. We made improvements to streamline the Wallet screen on mobile. Check them out: 

• Your physical card and virtual cards will now live on the same wallet screen—no need to swipe left or right to find the card you’re looking for.
• Your physical card will always live on top for easy access.
• Your virtual cards will live below your physical card, ready when you need them.

Customized menu

Based on your role, the tabs along the bottom of your screen will look different. Take a look at the breakdown below:

Admins: 

• Wallet
• Company
• Alerts
• More

Budget Owners:

• Wallet
• Budgets
• Alerts
• More

Budget Members: 

• Wallet
• Transactions
• Alerts
• More

Bookkeepers: 

• Wallet
• Transactions
• Alerts
• More

The UI may vary for the Bookkeeper role depending on different settings chosen by the Admin.

Easy access to your profile and company on mobile

Find your profile on the top right corner of your screen from anywhere on the mobile app. This is also where you can quickly switch companies from within the mobile app!