Need a hand?

When an account is assigned to a team member, they can see the account name, details, and its balance. Their ability to perform further actions on this account depends on whether they have the following permissions:

• Make currency exchanges between accessible accounts
• View business transactions for accessible accounts
• Make or schedule payments from accessible accounts
• View scheduled payments for accessible accounts
• Add and manage scheduled payments from accessible accounts

Please note that if a team member has one of the permissions listed above, they’ll have that permission for all accounts they have access to. You can add or remove permission for team members via the Team section in-app.