Roles & permissions · Mylo Help Center

Roles & permissions

Roles & permissions

By the Mylo team · Last updated June 30, 2026

Capability Employee Admin / Owner Accountant Platform
Scan / email / SMS receipts ✓ ✓ ✗ Mobile + web
Camera‑roll auto‑import ✓ ✓ ✗ iPhone & Android
Create & submit expenses ✓ ✓ on behalf of Mobile + web
Approve / deny expenses ✗ ✓ ✓ Mobile + desktop
Log mileage expenses ✓ ✓ on behalf of Mobile + web
Manage org / role / per‑person spending policies ✗ ✓ ✓ Mobile + web
Manage a personal spending policy ✓ ✓ ✗ Mobile + web
Manage org expense rules (incl. suggestions) ✗ ✓ ✓ Mobile + web
Manage personal expense rules ✓ ✓ ✗ Mobile + web
Manage approval workflows & approver groups ✗ ✓ ✓ Mobile + web
Connect an AI assistant (own account) ✓ ✓ ✓ Mobile + web
Invite teammates ✗ ✓ ✗ Mobile + web
Invite an accountant ✗ ✓ ✗ Mobile + web
Share own data with accountant ✓ ✓ ✗ Mobile + web
Act on behalf of an employee ✗ ✗ ✓ (if shared) Desktop
Invoices / AP & reconciliation ✗ ✓ ✓ Mobile + desktop
Connect / export QuickBooks ✗ ✓ ✓ Mobile + desktop
Switch between client companies ✗ ✗ ✓ Desktop

Accountant workflows are designed for desktop.

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