Understanding Role Level Permissions

Account Settings

Permission Category	Permission Level	Description
Account information	View	View general information about the workspace including: type of account, company name, and mailing address.
Account information	Edit	Edit general information about the workspace except for business type.
Business branding	View	View the business branding information that includes logo and primary accent color.
Business branding	Edit	Edit the business branding information that includes logo and primary accent color.
Payable, receivable, vendor, and customer information	Export to CSV	Exporting includes: Payables, receivables, vendors, customers Excludes: Tax PDF Export your data. (Tax PDF won't be included.)
Business verification	View	View the submitted business verification information including: legal business name, DBA name if applicable, business type, EIN, category, classification, registered business address, and entity verification documents.
Business verification	Edit and submit	Edit and submit business verification details during the workspace re-verifcation period.
Business representatives	View	View the designated business representative. However, it's important to note that the business representative's personal information remains confidential and inaccessible to anyone else. Only the business representative can access and view the details they have submitted.
Business representatives	Edit	Add and edit your business representative information during the workspace re-verifcation period.
API settings access	View	View the API token.
API setings access	Create and edit	Create, re-issue, and delete API tokens.
CSV upload history	View	View past CSV upload history.
Integration	View	View your accounting software integration information.
Integration	Edit	Adjust your accounting software integration. This includes various actions such as disconnecting the integration, synchronizing bank accounts, editing data sync settings, and managing synchronization settings for vendors and customers.
Integration	Re-sync	Re-syncing your accounting sofware integration.
Approval rules	View	View your workspace's approval rules.
Approval rules	Create and edit	Edit your workspace's approval rules.
Team members	View	View active, invited, and inactive team members.
Team members	Create, edit, and invite	Edit team member's first name, last name, title, role and invite new team members to your workspace.
Custom roles	Create and edit	Create new custom roles and edit existing ones.
Single sign-on (SSO)	Setup and edit	Setup, edit, and disable Google single sign-on (SSO).

Financial Settings

Permission Category	Permission Level	Description
Workspace bank account	View masked bank account	View your workspace's masked bank account information, where the last 4 digits are visible.
Workspace bank account	View unmasked bank account	View your workspace's unmasked bank account information.
Workspace bank account	Add bank account	Add a new bank account to your workspace.
Workspace balance	Deposit and withdraw from balance	Deposit and withdraw funds from your workspace's balance.

Payables and Receivables

Permission Category	Permission Level	Description
Payables and receivables	View	View payables and receivables.
Payables and receivables	Edit	Edit payables and receivables. Mark payables as paid.
Payables and receivables	Create	Create payables and receivables.
Payables and receivables	Release payments and send invoices	Release payments and send invoices.
Payables and receivables	Cancel	Cancel payables and receivables.
Payables and receivables	Take bulk actions	Bulk send and edit send date for payables and receivables. Bulk approve and approve and send payables.
Payables and receivables	Send internal notes	Send internal communications to your team members using the payables and recievable's thread page.
Payables and receivables	Message vendors and customers	Send messages to vendors and customers through thread.
Payables and receivables	Add and edit tags	Add additional tags or edit existing ones.
Payables	Approve	Ability to approve payables. This will not add the team member to an approval rule.
Payables	Bypass approvals	Bypass payable approvals. This will not add the team member to an approval rule.

Payables and Receivables

Permission Category	Permission Level	Description
Vendors and customers	View	View vendor and customer account information.
Vendors and customers	Edit	Edit vendor and customer account information.
Vendors and customers	Create	Create vendor and customer accounts and send invite links.
Vendors and customers	Archive	Archive vendor and customer accounts.
Vendor’s bank account	View masked bank account	Vew vendor's masked bank account information.
Vendor’s bank account	View unmasked bank account	Vew vendor's unmasked bank account information.
Vendor’s bank account	Request updated bank account	Send vendor a link to add new bank account information.
Tax status	View	View the tax and doc tab, tax submission table with metadata (no view of PDF) and the tax info status.
Tax status	Request tax information and void tax submission	Request individual tax informatrion, and manually voiding the individual tax submission.
Tax status	Export	Export tax info CSV Export, download PDF (individual) and download PDF (bulk).
Tax status	Bulk request	Bulk Request on Vendor's list.