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User permissions comparison chart

Managing Users

The chart below outlines which actions each role can perform in your account. Use it to decide which role is right for each person in your team.

Roles and permissions

Category Ability Account Owner Administrator Manager Operator View only
Payments Make a payment - card, bank account, PayTo ✅ ✅ ✅ ✅ ❌
Payments Make a payment - PayID ✅ ✅ ✅ ❌ ❌
Payments Make a payment - International ✅ ✅ ✅ ❌ ❌
Payments Cancel/remove a payment ✅ ✅ ✅ ✅ Can only remove payments they have created ❌
Payments Authorise a payment ✅ ✅ ✅ ❌ (can view all payments requiring authorisation) ❌
Payments View payments ✅ ✅ ✅ ✅ ✅
Payments Export CSV ✅ ✅ ✅ ✅ ❌
Payments Download invoice PDF ✅ ✅ ✅ ✅ ❌
Payment method Add a payment method ✅ ✅ ✅ ✅ ❌
Payment method Edit a payment method (nickname is the only edit) ✅ ✅ ✅ ❌ ❌
Payment method Remove a payment method ✅ ✅ ✅ ❌ ❌
Payment method View payment methods ✅ ✅ ✅ ✅ ✅
Payee Add a payee ✅ ✅ ✅ ✅ ❌
Payee Edit a payee ✅ ✅ ✅ ❌ ❌
Payee Remove a payee ✅ ✅ ✅ ❌ ❌
Payee View payees ✅ ✅ ✅ ✅ ✅
User management Edit a role ✅ Only one owner and this cannot be changed by users ✅ Cannot assign an admin or owner ❌ ❌ ❌
User management Invite/add a user ✅ There can only be one Account Owner, and this cannot be changed by users of the platform.

✅ 

Can’t assign an Administrator or Account owner role

 ❌ ❌ ❌
User management Remove a user ✅ ✅ ❌ ❌ ❌
User management View users ✅ ✅ ✅ ✅ ✅
Integrations Connect Xero ✅ ✅ ❌ ❌ ❌
Integrations Disconnect Xero ✅ ✅ ❌ ❌ ❌
Rewards View points ✅ ❌ ❌ ❌ ❌
Rewards Use points ✅ ❌ ❌ ❌ ❌
Rewards Connect reward partner ✅ ❌ ❌ ❌ ❌
Rewards Disconnect reward partner ✅ ❌ ❌ ❌ ❌
Rewards Points history ✅ ❌ ❌ ❌ ❌
Subscriptions Manage subscription ✅ ✅ ❌ ❌ ❌
Subscriptions View subscription ✅ ✅ ✅ ✅ ✅
Settings Edit business details ✅ ✅ ❌ ❌ ❌
Settings View business details ✅ ✅ ✅ ✅ ✅
Settings Set up custom authorisation rules ✅ ❌ ❌ ❌ ❌
Settings Enable international payments ✅ ❌ ❌ ❌ ❌
Settings Enable PayTo ✅ ✅ ✅ ✅ ❌
Is KYC Verification Required?   ✅ ✅ ✅ ❌ ❌

Want a full description of each role?

See What are the roles that I can assign users in my account? for a plain-English breakdown of what each role can and can't do.

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