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Business · Team members · Team access to currency accounts

What currency account can team members access by default?

Team member's access to currency accounts depends on the roles assigned to them during invitation. If the roles assigned to them:

  • Includes the permission to 'view all accounts and their balances', they'll be able to see all accounts after signing up
  • Doesn't include the permission to 'view all accounts and their balances', they won't see any accounts after signing up. You'll need to assign specific accounts to this team member, for them to see any accounts