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

Concierge avatar
Written by Concierge
Updated this week

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 specific access and permission for each role, navigate here: What specific Banking access and permission does each role have?

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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