What are the different user roles and their permissions?

Last updated: April 27, 2026

There are three user roles available in your account, each with different levels of access:

1. Admin

Has full access to the account, including:

  • Managing users

  • Sending payments

  • Creating invoices

  • Issuing cards

  • Viewing all account activity

  • Approving or denying reimbursement

  • Approving or denying payment requests

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2. Team Member

Has limited access and can only:

  • View their own card balance, transactions, and card details

  • Add their personal deposit details in the address book

  • Request Reimbursements

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3. Bookkeeper

Has view-only access and can:

  • View all account information

  • Cannot perform any actions such as sending payments, creating invoices, or issuing cards

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4. Payment Requester

Has limited access and can only:

  • Create payment requests

  • Download docs/export csvs

  • Access referrals

  • See all fiat and card transactions

  • Create and send invoices

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Payment Requester and Team Member roles support an approval workflow so teams can separate requesting and approving actions, reduce risk, and tailor permissions more precisely for security and compliance.

👉 How to make payment requests

👉 How do I change the roles of my organization's members?