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What specific Banking access and permission does each role have?

Concierge avatar
Written by Concierge
Updated this week

Check out the table below for a detailed breakdown of the permissions assigned to each role for Banking users:

Permission

Admin

Manager

Employee

Accountant

View account balances

✅ All

✅ All

✅ Own only

✅ All

View transactions

✅ All

✅ All

✅ Own only

✅ All

Initiate money movement

✅ (no limit)

✅ (within transfer limit)

View business information

Edit business information

Bookkeeping & reporting

Manage team members

Manage banking cards

✅ Own only

Access ATP tools

Access perks




Karat is a financial technology company and not a bank. Banking services provided by Grasshopper Bank, N.A., member FDIC.

Karat perks including offering APY rewards on deposits are offered by Karat. The advertised rates are effective as of 9/09/25 and are subject to change. See Deposit Account Agreement Disclosures (trykarat.com/deposit-account-agreement-disclosures) and Karat Premium Terms of Service (trykarat.com/karat-premium-terms-of-service) for details.

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