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 |
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. 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 software 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 receivable'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. |
Vendors and customers | Invite to complete onboarding | Invite or resend an invite to vendors or customers to complete onboarding. |
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 information, 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. |