Invite Users & Roles & Permissions

Why It Matters

Giving the right level of access to your team members ensures:

• Sensitive actions (like sending payments or editing financial data) are limited to authorized users
• Team members only see the tools and information they need
• Your workflows stay secure, efficient, and error-free

Example:
Your accountant needs access to reports and transactions, but not the ability to invite new users or edit settings. Assigning the “Accountant” role keeps access focused and secure.

Available Roles

Each user is assigned one role, which comes with a pre-set group of permissions. Here are the most common roles:

Note: each role is further customizable to suit that user's persona within your organization.

How to Assign Roles

You can assign or change roles at any time.

To invite a new user:

1. Go to Settings > Manage Users
2. Click Invite A User
3. Enter the user’s name, email address, and phone number
4. Choose a Role from the dropdown
5. Click Send Invite

To update a current user’s role:

1. Go to Settings > Manage Users
2. Find the user and click 'Edit'
3. Choose a new role
4. Click Save