Role | Permissions | Example |
Owner | Full access to all functions and account management. | Account holder with full system access. |
Admin | Full access to all functions, except account management. | Management or senior position without administrative duties. |
Manager | Full access, except for bank connections, user management, integrations and billing. | Team lead with full insight into finances, without setup access. |
Assistant | Access to transactions, files, communication and bank connection. | Employee who connects bank accounts, maps transactions and assigns files. |
Reviewer (external) | Read-only access to the dashboard, Actuals, committed Plan and Forecast. No access to drafts or Scenarios. | Investor or bank as part of loan monitoring. |
Internal Reviewer | Read-only access to the dashboard, Transactions, Actuals, committed Plan and Forecast. No access to drafts or Scenarios. | Team member with insight into the numbers, without editing rights. |
AR/AP Assistant | Access only to Open Items and Bills; can create items and edit their status, but cannot match them with Transactions. | Reception desk that records incoming bills as open items. |
AR/AP Manager | Access to Transactions and Open Items; can map, create new Categories and perform Matching. | Employee for monitoring and processing open items. |
AR/AP Supervisor | Access to Transactions and Open Items, including editing Categories and Matching. | Responsible person with full control over open items and Categories. |
Advisor | Full access to all functions, except account management.
| External advisor with full access to all functions. |
Bills Assistant | Access only to Bills | Add and edit Bills and submit them for approval. |
Note on the Professional and Enterprise Editions:
In these editions, multiple companies can be created.
An added user initially only gets access to the company they were invited to.
To access further companies, the user must be invited to each one separately.
The Enterprise Edition additionally offers the Consolidation function. It allows users to be added at group level with drill-down permission.