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How do I grant specific access to an employee?
How do I grant specific access to an employee?
Michael Tan avatar
Written by Michael Tan
Updated over 2 weeks ago

You can assign different roles and access levels that can limit what each team member can see and do.

Roles

Access levels

Owner

Highest-level of access. Can remove and delete admins.

Admin

Has access to all features with no limits. Cannot remove Owner.

Accountant

Read-only access. Cannot create cards or transfers. Can download statements.

AP Clerk

Can set up payments for approval. Read-only access to accounts and statements. Cannot create cards.

Employee

Ability to request transfers and request cards. Can't view accounts or edit company settings.

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