People
Roles & Permissions in SiFi
The table below explains what each role can View, Create, Update, Delete, or Approve across key modules in SiFi. ✅ Allowed ❌ Not Allowed 🟡 Limited / Own scope only 👤 User & Card Management Role View Cards Create Cards Update Cards Delete Cards ...
View User Details and Activities
As an Admin, you can view detailed information about any user in your organization. This includes their profile information, cards, expenses, reimbursements, budgets, requests, transfers, and activity logs. This feature helps track responsibilities, ...
Update a User’s Role
User roles in SiFi define what permissions an employee has in the platform. Roles control access to features like expense approvals, reimbursements, transfers, and account settings. You can update a user’s role anytime from the People section, but ...
Update a User’s Job Title
Overview You can update or correct an employee’s job title anytime in the People section of your SiFi account. This ensures that user profiles remain accurate and up to date. Steps to Update a Job Title Log in to your SiFi account. From the left ...
Cancel or Resend User Invites
If you’ve invited a user to join SiFi but they haven’t accepted yet, you can either resend the invitation or cancel it. This ensures you can manage pending invites easily without creating duplicates. Steps to Cancel or Resend an Invite Log in to your ...
Add Users (Single or Bulk)
Overview: Invite teammates to SiFi one by one or in bulk using a CSV template. This guide walks Admins/HR through both methods, field requirements, and common issues. Only Admin, Finance Manager or HR role with permission can manage users Option 1 — ...
Popular Articles
📱 Who Can Use the SiFi Mobile App?
Any SiFi user can use the SiFi mobile app on their phone perfect for managing expenses, approvals, and cards while on the go! 🚀 How to Start Using the SiFi Mobile App Download the App Download the SiFi mobile app for iOS or Android. Login ...
Add your SiFi Card to Apple Pay or Mada Pay in minutes 🚀
💳 How to Add Your SiFi Card to Apple Pay & Mada Pay Apple Pay (iOS) You have two ways to add your SiFi card: Option 1: Add directly from the SiFi app Go to the Cards section in your SiFi app. Select the card you want to add. Tap Add to Apple Wallet. ...
💳 Card Limits in SiFi
With SiFi, you can set custom spending limits for every card issued. These limits give you control over how funds are used, ensure compliance with company policies, and prevent overspending. 👉 Important: Card limits do not reduce your company ...
📱 How to Update Your Mobile Number in SiFi
Employees can update their registered mobile number directly in SiFi to ensure they continue receiving OTPs, notifications, and important account alerts. 👤 Who Can Update Mobile Numbers? Only you (the employee) can update your own mobile number. ...
How to Pay a Reimbursement
Overview Reimbursement requests submitted by employees must be reviewed, approved, and then paid manually. This guide walks you through how to process reimbursements securely from your SiFi account. Steps to Approve and Pay a Reimbursement Log in to ...