Give each teammate exactly the right access
Assign view, send and approve rights per wallet, so your team moves fast without anyone touching what they should not.
Roles & permissions
Team access
| Member | Role | View | Send | Approve | Scope |
|---|---|---|---|---|---|
Ava Lindqvist | Owner | All wallets & entities | |||
Marco Reyes | Admin | All client wallets | |||
Priya Nandakumar | Accountant | Invoices & reporting | |||
Tom Becker | Viewer | Northwind client only |
Per-wallet permissions · approval workflows · full audit trail
What you get
- Per-wallet view, send and approve rights
- Least-privilege access by default
- Approval workflows per policy
- Full audit trail of every change
- Multi-entity team structure
Role-based access
See it on your own workflows.
Book a demo and we’ll map role-based access onto how your agency actually moves money.