Managing Your Team & Roles

Seapoint lets you invite team members and control what they can see and do across your account. This guide covers the available roles, how to add or remove people, and what each role can access.

Roles overview

What roles are available in Seapoint?

Seapoint has three roles:

Admin — Full access to all accounts, transactions, treasury, reporting, payments, payroll, and team management.
Employee — A filtered view showing only their own cards and card transactions. Cannot see balances, other team members, or reporting.
Accountant — Full visibility into transactions, bookkeeping, and reporting, but cannot make payments or manage team members.

Role permissions: what can each role see?

Permission	Admin	Employee	Accountant
View all account transactions	✅	❌	✅
View treasury & cash flow reporting	✅	❌	✅
View their own card & card transactions	✅	✅	❌
Make payments	✅	❌	❌
Manage team members	✅	❌	❌
Issue cards	✅	✅ (own only)	❌
Access bookkeeping	✅	❌	✅
Connect Xero / Gmail	✅	❌	✅

Adding a team member

How do I add a team member?

Navigate to Team in the left sidebar.
Click Add team member.
Enter their full name and email address.
Select a role: Admin, Employee, or Accountant.
Click Send invite.

They'll receive an email invitation and appear in your Team list with a Pending status until they complete sign-up.

What does the employee experience look like?

Employees receive an email invite, create a password, and land on a filtered dashboard showing only their own cards and transactions. They can issue themselves a virtual card, make purchases, and upload receipts — but they can't see company balances, other team members, or any reporting.

How do I invite an accountant?

Use the Accountant role for your finance team or external bookkeeper. They get read-only access to transactions, bookkeeping, and reporting — enough to categorise, attach evidence, and approve transactions for Xero sync — but they can't execute payments.

Removing a team member

How do I remove a team member?

To remove a team member from your account, contact our support team at support@seapoint.co with the name and email of the person you'd like removed. Their historical activity will be preserved.

Still have questions? Contact our support team at help@seapoint.co or message us on Slack — we're here to help.

Managing your team & roles