Managing Members and Permissions
The Members section provides a centralized way to manage all users within your organization and control their access rights.
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Last Update a year ago
Roles define the level of permissions and actions each user can perform:
Admins:
- Full access to the platform.
- Can add or remove members, edit roles, and assign permissions across all sections of the organization.
- Responsible for managing organizational settings, banks, payees, and payment approvals.
Editors:
- Limited access to certain sections based on assigned permissions.
- Can create and manage payments, payees, and other content within their scope.
Users:
- Basic access tailored for individual responsibilities.
- Can view and manage only their assigned My Payments and My Payees.
- Cannot modify organizational settings, other members’ data, or restricted payment workflows.
This role-based structure ensures secure and organized access while maintaining operational efficiency.