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Check out the table below for a detailed breakdown of the permissions assigned to each role for Banking users:
PermissionAdminManagerEmployeeAccountant
View account balances✅ All✅ All✅ All
View transactions✅ All✅ All✅ Own only✅ All
Initiate money movement✅ (no limit)✅ (Within set limit, or with approval)❌ Can view & copy ACH details
View business information
Edit business information
Bookkeeping & reporting
Manage team members
Banking cardsOnly their own
Access ATP tools
Access perks
Karat PremiumFull access (opt-in, cancel, etc.)Full access (opt-in, cancel, etc.)
For Card roles and permissions, you can navigate here: What specific Card access and permission does each role have?