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 | Export your payable, receivable, vendor, and customer data as a CSV file. Tax PDFs are not included. |
| Payable, receivable, vendor, and customer information | Download reports | Download custom in-app reports related to payables, receivables, vendors, and customer information. |
| 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-verification period. |
| Business representatives | View | View the designated business representative. Their personal information remains confidential. Only the business representative can access the details they’ve submitted. |
| Business representatives | Edit | Edit your business representative information during the workspace re-verification period. |
| API and webhook settings | View webhooks | View the webhook events your workspace has sent. |
| API and webhook settings | Retry webhooks | Select webhook events to be retriggered. |
| API and webhook settings | View API and webhook settings | View your workspace’s API tokens and webhook settings. |
| API and webhook settings | Manage API and webhook settings | Create, re-issue, and delete your workspace’s API tokens, and manage your workspace’s webhook settings. |
| CSV upload history | View | View past CSV upload history. |
| Integration | View | View your accounting software integration information. |
| Integration | Edit | Adjust your accounting software integration, including disconnecting it, syncing bank accounts, editing data sync settings, and managing sync settings for vendors and customers. |
| Integration | Re-sync | Re-sync your accounting software integration. |
| Approval rules | View | View your workspace's approval rules. |
| Approval rules | Create and edit | Create and edit your workspace's approval rules. |
| Team members | View | View active, invited, and inactive team members. |
| Team members | Create, edit, and invite | Edit a team member's first name, last name, title, and 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 | Set up, 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. |
| Tax management | View | View the tax information vendors have submitted, such as the details entered on a W-9. |
| Tax management | Edit | Allows user to enable/disable global vendor tax collection. When enabled, tax collection will be required during vendor onboarding. When disabled, tax collection will not be required during vendor onboarding. |
Payables and receivables
| Permission category | Permission level | Description |
|---|---|---|
| Payables and receivables | View | View payables and receivables. |
| Payables and receivables | Create and edit | Create and edit payables and receivables. Mark payables and receivables as paid. |
| 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 payables and receivables, edit their send dates, and bulk approve or bulk approve and send payables. |
| Payables and receivables | Send internal notes | Send internal communications to your team members from a payable’s or a receivable’s thread page. |
| Payables and receivables | Message vendors and customers | Send messages to vendors and customers through the thread page. |
| Payables and receivables | Add and edit tags | Add new tags or edit existing ones. |
| Payable approvals | Approve | Approve payables. This doesn’t add a team member to an approval rule. |
| Payable approvals | Bypass approvals | Bypass payable approvals. This will not add the team member to an approval rule. |
| Payment failure data | View raw unprocessed failure response | View the raw, unprocessed response from a failed payment. This may include sensitive data. |
| Payment failure data | Resolve failed payments | Access the “Resolve failure” button on a failed payable, and use that flow to reach out to Routable Support to resolve the failure. |
Vendors and customers
| 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 and unarchive | Archive and unarchive vendor and customer accounts. |
| Vendor's bank account | View unmasked vendor funding account | View vendor's unmasked bank account information. |
| Vendor's bank account | Edit vendor payment methods | Add a new payment method for a vendor (bank account or mailing address) or primary status. Bank and routing details cannot be changed on an existing payment method. |
| Vendor's bank account | Request an updated bank account from vendors | Send a vendor a link to add new payment method (bank account or check mailing address) information. |
| Vendor's bank account | Archive & unarchive | Archive and unarchive vendor payment methods. API only. |
| Vendor's bank account | View bank account validation | View the result of a vendor’s bank account ownership verification check. |
| Vendor Compliance PII | Run or dismiss compliance checks | Enroll a vendor in compliance checks, and dismiss a flagged result to mark it resolved. |
| Onboarding | Invite vendors to complete onboarding | Send or resend an invite for a vendor to accept the registration and complete their profile through their self-service onboarding flow. |
| Onboarding | Invite customers to complete onboarding | Send or resend an invite for a customer to accept the registration and set up how they’ll pay you. |
| Vendor tax management | View status | View the tax and documents tab, tax submission table with metadata (no view of PDF), and the tax info status. |
| Vendor tax management | Request tax information and void tax submission | Request individual tax information, and manually void an individual tax submission. |
| Vendor tax management | View tax data | View the sensitive tax information vendors have submitted and download their completed tax form (W-9, W-8BEN, W-8BEN-E) as a PDF. |
| Vendor tax management | Tax data export | Export Tax tools data as CSV. Export will include sensitive information. (i.e. SSN, EIN, addresses) |
| Vendor tax management | Bulk request | Send a bulk request for tax information from your vendor list. |
| Vendor tax management | Team member entry | Manually enter and submit a vendor’s tax form on their behalf, rather than the vendor submitting it themselves. |