Roles & Permissions

This page is under Settings > Business > Team. See also: Members, Invite a Member, Manage a Member, Business Profile, Statements.

There are three roles on a business account: Roles

Role	What they can do
Super Admin	Full control, including moving money on their own and approving what others start, managing billing, editing the business profile, managing integrations, setting approval limits, and deleting the business.
Admin	Runs day-to-day operations and can move money with a Super Admin’s approval.
Viewer	Read-only access to balances, statements, and activity — can’t move money or change anything.

Click a role’s row to open its full Role details panel, which lists every permission and how many members currently hold that role, plus a View members link.

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Roles & Permissions