Permissions grant access to specific sections or actions. You can set them one by one, or start from a role template (Finance Analyst, Finance Manager, CFO) and fine-tune.
Wallets
View wallets — see all workspace wallets and their transactions.
Create / Connect wallets — create internal wallets and connect external ones (the user then sees transactions from the wallets they created or linked).
Edit wallets — rename existing wallets.
Transfer between wallets — move funds between internal wallets.
Payments
View payments — see all payments and batches.
Create payments — create payment requests.
Send payments — send or reject payments.
Manage recurring payments — create and manage recurring payment templates.
Allow auto-pay on recurring payments — let recurring payments send automatically.
Allow payments to unsaved addresses — let this member create and send payments to addresses that aren't saved as counterparties.
Counterparties
View counterparties — view counterparties.
Create counterparties — add new counterparties.
Edit counterparties — edit counterparties.
Invoices
View invoices — view all invoices.
Create invoices — create invoices (invited managers' invoices go to the owner for approval).
Categories
View categories — see categories and the category columns and filters.
Assign categories — apply categories to transactions and payments.
AML
AML checks — submit wallets for AML checks.
Reports
View P&L report — open the Profit & Loss report and export it.
Settings
View billing history — view the service-balance top-ups and charges journal.