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What are the different user roles and what can they do?

Concierge avatar
Written by Concierge
Updated over 2 months ago

We support four main user roles with varying access levels across Banking and Card.

  • Admin – Full access to all products and settings.

  • Manager – Broad access including transaction approval.

  • Employee – Limited to their own activity, with transaction limits and approval workflows.

  • Accountant – Read-only access to financial data for bookkeeping and reporting purposes.

To check out Card specific access and permission for each role, navigate here: What specific Card access and permission does each role have?

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