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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