Roles and Permissions

The following roles are available and can be assigned by the Super Admin:

Role	Responsibility
Super Admin (only one)	Super Admin can: Create new team members. Set any team member as active or inactive. Add payers and vendors. Create bills and schedule payments. View the Billing & Subscription page. Approve or reject bills. Add new card while subscribing to a new payer and can replace the existing card for all future payments. They can edit the team member profiles.
Admin	Admins are created by the Super Admin. They can: Create new team members. Set any team member as active or inactive, except the Super Admin. Add payers and vendors. Create bills and schedule payments. View the Subscription and Billing page. Approve or reject bills. Add a new card while subscribing to a new payer.
Accountant	Accountants cannot create team members but can: Add vendors, create bills, and schedule payments. Approve or reject bills. View the Billing & Subscription page. Use the Super Admin’s existing card on file when subscribing a new payer. Can/cannot add payer based on checkbox selected by admin or super admin while creating the accountant.
Approver	Approver can only: Approve or reject bills Cannot access/view the Teams and Billing & Subscription pages. Cannot add payers and vendors. Cannot create bill and schedule payments.
Viewer	Viewer can: View all created bills View past transactions Access payer and vendor details Cannot create team members. Cannot add payers and vendors. Cannot create bills or schedule payments. Cannot access/view the Teams and Billing & Subscription pages.

Note: Each team member sees only the features and actions allowed for their assigned role.