If you're looking to give your team access to spending tools without showing them the full account balance, the Employee role might be the perfect fit.
This role is designed to let team members do their job—like using company cards—while keeping sensitive financial info, like the main account balance, private.
What is the Employee role?
The Employee role is a limited-access role you can assign to team members in your business banking account. It gives them just enough access to do what they need—without showing them everything.
What can team members with the Employee role do?
Here’s what they can do:
Own a company card with a custom spending or withdrawal limit
View and track only their own transactions
What can't they do?
See the overall account balance (aside from what’s available on their card)
View other team members’ transactions
Access account settings or other team member’s details
To view a full list of the permissions, go to the Team menu in the web or mobile application, and start the process to invite a new member. You'll see a full breakdown of permissions before you send the invite.
Full instructions on how to invite team members you can find here.