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Team User Roles (Basic)

You can have multiple users on select accounts, each with their own basic permissions.

A
Written by Adam Grist
Updated over 3 weeks ago

The Team User Roles are primarily for use with our Payment Approvals system, with more information available here.

Owner

The Owner role is registered user of the accounts and is the primary contact for all financial requirements as a customer of Xace. The Owner is a full admin role that requires no approvals of it's payments and takes the position of parent of the other team users.

Create Payments

Approve Payments

No Approval

Yes

Supervisor

The Supervisor role is the same as the Owner except it does not act as the parent role. This role works well for small companies where Approvals between each other are not always required or as a CFO role.

Create Payments

Approve Payments

No Approval

Yes

Standard (new)

The Standard role is less permissive than the Supervisor role and ensures that their payments follow a 4 eye approval flow for greater payment security and accountability for your accounts. By allowing approvals on this role, the user will also have oversight of colleague actioned payments.

Create Payments

Approve Payments

Approval Required

Yes

Creator

Create Payments

Approve Payments

Approval Required

No

Approver

Create Payments

Approve Payments

No

Yes

Payment Limits

Our roles all come with customisable payment limits, expanding the roles with more granularity to suit your business needs.

Payment Limits

Approval Limits

Can create payments up to limit

Can approve up to limit

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