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Access levels

Access levels across roles:

  • Employees: can view all transactions and accounts data. However they only have access to their own payment cards.

  • Bookkeepers: can only access receipts and transactions data. They do not have access to payment cards or account details.

  • Administrators: can access everything, including all payment cards and account details. 


Only applicants (i.e. the director who did the initial application) can invite and deactivate members. To remove members, go to SettingsMembers and then click Actions and click on Deactivate.