All Collections
Platform
Team
What roles are available?
What roles are available?
Updated over a week ago

There are four roles available that can be assigned to a team member: Admins, Finance Manager, Accountant, and Approver.

  • Admin: has access to all sections and can perform all actions. It's the same role that the user that created the Request Finance account has. There must be at least one Admin on the account. Only the Admin can add new payment methods (a wallet or bank account where you receive your funds on when someone pays your invoice), change company information or manage team members.

  • Finance Manager: has access to manage and create invoices, bills, payroll, expenses, clients, and employees. This role can also approve and pay bills and expenses, export data and manage accounting integrations. However, the Finance Manager cannot add new payment methods (a wallet or bank account where you receive your funds when someone pays your invoice) or manage team members. When creating an invoice, the Finance Manager can thus only select from existing wallets and bank accounts.

  • Accountant: has access to view invoices, bills, payroll, expenses, clients, and employees and export data. This role can also manage accounting integrations.

  • Approver: has access to view and approve bills and expenses.

For a detailed overview of the permissions of each role, please refer to this article.

Did this answer your question?