How can I set my team permissions?
You can give your team members access to your business account with individual customised permissions. This will define what they can see and do within your account.
How to set different user permissions or roles:
- Go to your Home menu
- Open the 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 the + sign to create a new role
- Change permissions as needed
For example, you can provide read-only access for admins and accountants, or let employees view their card spending. You can also set payment approval rules.
Note that if you have a freelancer account, you're not able to order a card for your team members.
Only account owners and team members with permission 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.