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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?