Assign roles to your team members based on their job titles.
The permissions users are given determine what tasks they can perform and which features they are allowed to access.
Account Roles and their Permissions
- Pay Bills:
- Access information from within the Pay Bills module.
- Reports and dashboards will only include Pay Bills information.
- Pay Runs:
- Access information from within the Pay Runs module.
- Reports and dashboards will only include Pay Run information.
- Receive funds:
- Access information from within the Receive Funds module. Reports and dashboards will only include Receive Funds information.
- Admin:
- Ability to create and remove existing users, change the Integration settings, Funding types, Company Info, Users and Roles, and Company Preferences.
- Admin has access to all areas of the reporting.
- Approver:
- You will have to set an approval limit for each Approver.
- At least one Approver should have signing authority over the business' bank account.
- One of the Approvers should always have an approval amount that is the same or equal to your company's Daily Limit.
- Ability to approve and reject payments and pay runs.
- Access to all reporting.
- You will have to set an approval limit for each Approver.