Roles & Permissions
Wallet roles & permissions
| Action | Signer | Non-signer |
|---|---|---|
Initiate payments* | ||
Approve and reject payments | ||
Change approval policy | ||
Promote and demote signers |
*Only teammates can initiate transactions.
Company roles & permissions
| Action | Admin | Teammate | Accountant |
|---|---|---|---|
Invite and manage team members | |||
Enrich transaction data | |||
Track wallets | |||
Create categorization rules | |||
Export transaction data | |||
Whitelist token |
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