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Features

Teams & roles

Run the account as a team — each person gets only the access their job needs.

Run the account as a team — each person gets only the access their job needs.

How it works

  1. Invite teammates to your account.
  2. Assign a role: owner, admin, finance, accountant, or viewer.
  3. Refine access with custom permission sets where you need something more specific than a stock role.

This lets an owner keep control, finance move money, an external accountant pull reports, and a viewer see activity without acting.

The roles

  • Owner — full control of the account.
  • Admin — administrative control (everything except transferring or closing ownership).
  • Finance — move money and run payroll.
  • Accountant — pull reports and manage records.
  • Viewer — see activity without acting.

Use custom permission sets when a stock role isn’t precise enough.

Working together

  • Pair roles with multisig accounts so moving money requires M-of-N approvals in addition to role permissions — real separation of duties.

Seat counts depend on your pricing tier. See Pricing.