Role | What They Can Do |
Owner | Full control — manages all settings, users, roles, and has the highest level of permissions across the account. |
Admin | Can manage users and permissions, initiate and approve transactions, and access all account features. |
View | Read-only access to balances, transaction history, and reports. Cannot initiate or approve transactions. |
Role-based permissions ensure each team member has exactly the access they need — no more, no less.