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What roles are available?
What roles are available?
Max Franke avatar
Written by Max Franke
Updated over a week ago

Four roles can be assigned to a team member: Admin, Finance Manager, Accountant, and Approver.

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

  • Finance Manager: This role has access to manage and create invoices, bills, payroll, direct payments, expenses, clients, recipients, and employees. It 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: This role can view invoices, bills, payroll, direct payments, expenses, clients, and employees and export data. It 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.

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