Vivid Business

 Vivid Business offers four roles for its users:

Owner The Owner role is assigned to the individual who initiates the application process on behalf of the company. Once the account is successfully opened, the Owner is granted full access to all features and settings within the Vivid Business account. This includes the exclusive authority to request account closure, making the Owner role the highest level of access.

Admin An Admin can be invited after the business account is opened. This role is typically assigned to senior team members such as managing directors. Admins have full access to the account, similar to the Owner, but cannot request account closure or initiate offboarding. Please note that Admins cannot be added to Freelancer accounts.

Assistant The Assistant role offers limited access, making it ideal for team members like accountants or financial managers who need read-only visibility. Assistants can initiate transfers; however, all transfers initiated by an Assistant must pass approval by an Admin or Owner.

Employee The Employee role is primarily that of a cardholder, with limited account access. Team members in this role can use a card issued to them by an Owner or Admin, but they can only view the account balance assigned to them—or the spending limit set on their card, whichever is lower. This role is ideal for employees who need to make purchases using company funds but do not require transfer or account management permissions.

1. Owner The Owner role is assigned to the individual who initiates the application process on behalf of the company. Once the account is successfully opened, the Owner is granted full access to all features and settings within the Vivid Business account. This includes the exclusive authority to request account closure, making the Owner role the highest level of access.
2. Admin An Admin can be invited after the business account is opened. This role is typically assigned to senior team members such as managing directors. Admins have full access to the account, similar to the Owner, but cannot request account closure or initiate offboarding. Please note that Admins cannot be added to Freelancer accounts.
3. Assistant The Assistant role offers limited access, making it ideal for team members like accountants or financial managers who need read-only visibility. Assistants can initiate transfers; however, all transfers initiated by an Assistant must pass approval by an Admin or Owner. 
4. Employee The Employee role is primarily that of a cardholder, with limited account access. Team members in this role can use a card issued to them by an Owner or Admin, but they can only view the account balance assigned to them—or the spending limit set on their card, whichever is lower. This role is ideal for employees who need to make purchases using company funds but do not require transfer or account management permissions.

For a detailed breakdown of the specific accesses and permissions associated with each role, please refer to this <a href="https://help-business.vivid.money/en/articles/9101471-what-are-the-differences-in-access-and-permissions-for-each-role-in-the-vivid-business-account">page</a>.

What roles are available within the Vivid Business account?