This functionality is currently in beta and might not be available to you.
What is the assistant role
The Assistant role is supposed to help another user to get their tasks done in Moss without having to share access credentials while ensuring that the audit log is correct.
What can an Assistant do
The Assistant role is strictly limited to two actions on behalf of the assigned users:
Upload and match card receipts for the assigned user's transactions
Create and submit reimbursement drafts as the assigned user
The Assistant cannot access approvals, payments, budgets, admin settings, HR data, or any other users' data.
How to assign an Assistant
An Admin can assign the Assistant role to any user.
Go to 'Settings' > 'User Management'
Select the user who will act as an Assistant
Click on "Assign Assistant" and choose one or more users they should support
Click "Save" to confirm
Note: A user can be assigned as an Assistant for different users at a time.
How to use the Assistant role ("View As")
Once assigned, the Assistant can switch to the tasks of another user.
To switch to the user that you are supposed to be assisting, follow these steps:
Click on the profile panel in the bottom-left corner
Under "Viewing as..." select the user which profile you want to use
A blue banner at the bottom of the screen will always be there as a reminder that you currently are acting on behalf of another user.
While in "Viewing as"
You only see features and data relevant to the selected user
Receipts you upload are attributed to the selected user
Reimbursements you submit follow the selected user's approval flows and policies
You do not inherit any broader permissions the selected user may have
Upload a receipt on behalf of another user
Switch to the user's context using "Viewing as:"
Navigate to the relevant card transaction
Upload the receipt as you normally would
The receipt will be attributed to the selected user, not to you.
Submit a reimbursement on behalf of another user
Switch to the user's context using "Viewing as:"
Go to "Reimbursements" > "+Request reimbursement"
Fill in the details and add expenses as needed
Click "Submit"
The reimbursement will be submitted as the selected user and will follow their approval flow.
If you are not sure how to create a reimbursement, check out this article.
Exit or switch context
The Assistant can leave anothers user profile at any time by:
Leaving "Viewing As" mode by clicking the banner at the bottom or click on the profile panel in the bottom left corner and selecting your own profile
Switching to another assigned user by selecting a different person from the "Viewing as..." list ind the profile section in the bottom left corner
Activity and audit log
All actions performed by an Assistant are logged with the Assistant's identity, tagged as "on behalf of [User]".
This ensures correct audit trails and accurate accounting exports to your bookkeeping software.
Frequently Asked Questions
Can an Assistant approve expenses or release payments?
No. The Assistant role is limited to receipt uploads and reimbursement submissions only.
Can I assign multiple users to one Assistant?
Yes. An Admin can assign an Assistant to act on behalf of multiple users.
Can an Assistant see all company transactions?
No. An Assistant only sees data from the user that they are assigned to. Meaning that if a normal user got assigned to an Admin, they would only see the reimbursements they created and the card transcations that they made.
Can I revoke Assistant access?
Yes. An Admin can remove the assignment at any time in the 'User Management' settings.
Does the Assistant need a separate Moss account?
Yes. The Assistant uses their own Moss account to log in with their own credentials.