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How can I set my team permissions?

You can give your colleagues access to your business account with individual customised permissions. This will define what they can see and do within your account.

To set different user permissions or roles:

  • Go to your Home menu
  • Open Team tab
  • Choose the team member you'd like to edit
  • Select Role on the side menu
  • Find the role assigned to the member and click 'View' next to it, or click + sign to create a new role
  • Change permissions as needed

For example, you can provide read only access for admins and accountants, or enable your colleagues to view their card spending.

Here you can also set transfer approval rules:

  • Select 'Transfers' permission
  • Go to 'Approval rules' tab
  • Edit existing rule or click 'Add new' to create a new approval rule
  • You can then set if payments above the chosen limit should be declined or approved by one or more team members with specific role. The approver role must have 'View transfers' permission enabled.

Only account owners and team members with permissions to add, manage or remove team members can invite new team members and define their permissions.

If you wish to change the owner of the account, see here.

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