Run Your Team Like a Pro

Manage your business account securely and flexibly - assign roles, set permissions, and stay in control.

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Interactive visualization demonstrating the role and permission management system. Team Management connects to the central role selection interface, which enables you to choose between Admin and Preparer roles. Each role has different permission levels: Admin has full account access and can manage team members, while Preparer can prepare payments but needs approval. Permission Controls manage access across all roles, ensuring security and flexibility in managing your business account.

Delegate Smarter with Business Roles

Your team can handle company payments and accounts together - safely and easily. As General Manager, you invite people, assign roles, and stay in control of who does what - so you can focus on the bigger picture while your team gets things done for you.

General Manager

Complete account control

Open/close accounts

Invite Admins & Preparers

Approve or reject payments

Admin

Full access to all accounts (PoA required)

Manage team members

Approve & process payments

Edit company info & limits

Preparer

Prepare payments for approval

Limited access to assigned IBANs

Save templates & recipients

No authority to approve payments

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